In this episode, we’re spending some time with BA Schrock’s Colleen LeMasters, CFP® to share our process for helping and assisting clients when the face these significant changes that disrupt life and retirement. This is a conversation that we can approach from multiple angles so we’ve broken it out into two parts. In this part one, we’re going to talk about these life changes from a non-retirement perspective.
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
Investment Advisor Representatives offer advisory services through B.A. Schrock Wealth Management, Inc. (BASWM), a registered investment advisor. Insurance is offered through B.A. Schrock Financial Group, Inc. (BASFG), an insurance company. BASWM and BASFG are affiliated and share common ownership.
Check the background of this firm on FINRA’s BrokerCheck.
© 2025 B.A. Schrock Financial Group
