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

Ep 24: Lies You Might Hear from a Financial Professional

by | Feb 27, 2020 | Podcast

The Setup: A lot of financial professionals aren’t always completely honest. It’s not that they intentionally want to mislead you, but there are talking points many brokers are given that aren’t completely true. Sometimes they might even believe these sentiments, but...

Ep 21: SECURE Act Brings Changes to Retirement Accounts

by | Feb 6, 2020 | Podcast

The Setup: Attention has turned to the new SECURE Act to begin the new year and for good reason. This marks the first significant retirement legislation in years and it’ll be impacting both retirees and pre-retirees. What changes should you be planning for and what...

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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.

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