Find Financial Freedom

in Retirement

As an independent financial services firm, we use a team-based planning philosophy to help you retire with confidence.

Learn How We Can Help

Get started in 3 easy steps:

1. Discover

Schedule a meeting to sit down with us and discover what your ideal retirement looks like.

2. evaluate

Using the B.A. Schrock Financial LOCK process, we’ll examine your current financial situation, and determine your retirement needs.

3. Plan

Receive a custom strategy designed to help you reach your unique retirement goals.

Let’s Get Started

Need More Info?

Attend a Live Event

Attend one of our informational seminars to learn more about retirement income strategies, wealth management and more ...

May 14

Social Security Blueprint

6:30 pm | Medina County University Center 6300 Technology Ln
Medina, OH 44256 United States

May 16

Social Security Blueprint

6:30 pm | Medina County University Center 6300 Technology Ln
Medina, OH 44256 United States

June 11

Inspiring Women Workshop

6:30 pm | The University of Akron Wayne College 1901 Smucker Road
Orrville, OH 44667 United States

View Full Calendar

Get to Know Our Firm

It is our mission to help individuals and families achieve their ideal retirements.

Meet our president

Ben focuses on retirement income planning and helps individuals create retirement strategies using investment and insurance products to suit their needs and objectives.
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The LOCK Process

The LOCK planning process uses a variety of financial vehicles to help protect a portion of your retirement assets from market risk and help you save for the retirement you envision.

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