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Call Us Today! 330-473-1060 | CLIENT LOGIN

Ep 35: Life Events That Can Change Your Financial Plans

by | May 21, 2020 | Podcast

The Setup: Sometimes events happen in life that make it really important for you to carefully assess your financial situation. Today we’ll look at five major life changes and explain why it’s a good reason for a financial review. [spp-player url...

Ep 6: The Risks That Savers Face: Too Much Cash – Part 1

by | Oct 10, 2019 | Podcast

The Setup: Even the best savers make mistakes when planning for retirement and we’re launching a new series that will go in-depth on that topic. Part 1 of The Risks that Savers Face will discuss cash and why becoming so enamored with it can end up costing you money...

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We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.

Investment advisory services offered only by duly registered individuals through BA Schrock Wealth Management, Inc. (BASWM) and AE Wealth Management, LLC (AEWM). BASWM and AEWM are not affiliated companies.

Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.

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