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Succession Planning for Business Owners

Succession Planning for Business Owners

by Kirby Mack | Aug 19, 2021 | Blog, Business Owners, Estate Planning, Financial Planning

For many years, you’ve been the captain of your ship. Running your own business hasn’t been easy and success was never guaranteed. Retirement planning is the next uncharted water for you, and there’s no one-size-fits-all map. Ultimately, when you own your own...
Where Will Your Retirement Income Come From?

Where Will Your Retirement Income Come From?

by Kirby Mack | Aug 19, 2021 | Blog, Business Owners, investing, Retirement Income, Social Security

Once you’ve sold your business, you’ll need to make a lump sum of savings last for the rest of your life. This can be difficult, even for those who already have a substantial amount saved. Retirement can last for decades, and the risk of running out of money is very...
Taxes and Estate Planning

Taxes and Estate Planning

by Kirby Mack | Aug 19, 2021 | Blog, Business Owners, Estate Planning, Tax Strategies

If you’re a business owner and know you eventually want to retire, make sure you understand how passing down or selling your business works. Business sales are increasing as more Baby Boomers retire and the potential for changes to the tax code may be partially...

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Contact Us

Phone: 330-473-1060
Fax: 330-334-0808
Email: info@baschrock-fg.com

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Office Hours

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8 a.m. – 5 p.m.

Our Location

131 College St
Wadsworth, OH 44281
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Business Award
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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 Advisor Representatives offer advisory services through BA Schrock Wealth Management, Inc. (BASWM), a Registered Investment Advisor. Insurance is offered through BA Schrock Financial Group, Inc. (BASFG), an insurance company.

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