BA Schrock Financial Group invites you to join

THE
KEY
CLUB

The B.A. Schrock Financial Group Key Club is our way of thanking you for introducing us to your friends. We appreciate and recognize you for your advocacy with unique experiences and family-friendly fun. The greatest compliment you can give us is the referral of your family, friends, co-workers, and neighbors. When the person or couple you refer to us attend their complimentary initial appointment, you become a member of the B.A. Schrock Financial Group Key Club.

Why become a Key Club member?

Your referral of your friends and/or family is one of the greatest compliments we can receive. Throughout the year, we’ll be rewarding our Key Club members with fun and unique benefits! We appreciate you for being an advocate of ours and thank you dearly for introducing us to people you believe we can help serve now and in the future.

Who should I introduce to BA Schrock Financial Group?

If you know of someone who’s preparing for retirement, already retired, or who may have recently experienced a big life event impacting their financial situation, then fill out the form to get started. You’ll receive your individual referral link to share with those friends and family members who you feel will benefit from having a conversation with us.

What do I have to do to become a Key Club member?

Once the person or couple you refer us to attends their complimentary, no-obligation initial appointment, you become a Key Club member for BA Schrock Financial Group. And, in addition to your individual referral link to share, you can always invite guests to attend one of our workshops or events during the year or share one of our referral cards at any time.

Become a Key Club member

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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