B.A. Schrock Financial Group


Welcome to our financial blog, where we empower you with the knowledge and tools you need to take control of your finances and achieve your dreams.

When you’ve worked hard to grow your family’s wealth, it’s important to put measures in place to preserve your assets and further their reach to future generations. Preserving generational wealth is about more than just passing down financial assets, though. It’s about ensuring a lasting legacy that benefits your family

As you plan for retirement, it’s important to consider not only your desired lifestyle but also potential challenges that may arise, including the need for long-term care. Long-term care encompasses a range of services for individuals who have difficulty performing everyday tasks due to age, illness, or disability,

Finding the right financial advisor is a crucial step toward achieving your financial goals and securing your future. Just as you would carefully select a doctor or lawyer, it’s essential to choose a financial advisor who aligns with your needs and values. The interview process is your opportunity to gather

The journey towards higher education for your children or loved ones is a significant financial undertaking. College costs continue to rise, making it essential to start saving early and explore the various options available. In this guide, we’ll dig into popular college savings options, including 529 plans, Coverdell Education Savings

The following article covers college graduate financial tips to help the young people in your life develop strong money habits and build a firm financial foundation. Share it with those you love during this transitional time in their lives. Congratulations, recent graduate! As you step into the next phase of

When you consider your future retirement, are you simultaneously excited and terrified? If so, know that it’s normal! Retirement is a chapter of life that presents exciting opportunities, of course, but many retirees worry about running out of money in their golden years, too. Careful financial planning is essential and,


How do you want to Retire?

Discover how you can unlock your financial future by scheduling a quick 15-minute introduction call with us today. Let’s explore personalized strategies that can help pave the way to your financial success.

Or give us a call at 330.473.1060

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Lazy Money Guide BA Schrock

Lazy Money Guide

Savings accounts, checking accounts, money markets, and CDs might seem like secure choices, but they often lead to disappointment. To combat “lazy money” and maximize your financial potential, consider incorporating Fixed Indexed Annuities (FIAs) into your portfolio. While the urge to safeguard your funds is natural, traditional options might yield meager returns in today’s low-interest-rate environment. FIAs offer a unique blend of principal protection and growth potential, potentially outperforming conventional choices while keeping your capital secure. Ready to enhance your financial strategy? 

What to Consider in Your Charitable Giving Plan

What to Consider in Your Charitable Giving Plan

Congratulations! You’ve decided to give to a charitable organization. Charitable giving is a wonderful way to help further causes you are passionate about and feel good while doing it.

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