Worried that your financial strategy is

Missing Something?

We’re here to help you feel confident in your financial future.

The LOCK Process

Today’s financial marketplace can be volatile. Are your retirement assets protected? The LOCK planning process from B.A. Schrock Financial uses a variety of financial vehicles, including insurance products, to help protect a portion of your retirement assets from market risk and help you save for the retirement you envision.

Lock

Learn

Learn more about your situation and goals

Organize

Organize a strategy to help you reach your goals

Collaborate

Collaborate to get your feedback

Keep

Keep on track

What is your Risk Number?

Capture your risk tolerance and see if your portfolio fits you.

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Ready to take

The Next Step?

For more information about any of the products and services we provide, schedule a meeting today or register to attend a seminar.

Or give us a call at 330-473-1060