UNLOCK YOUR
IDEAL RETIREMENT
You’ve worked a lifetime accumulating for retirement…
The UNLOCK Process™
You’ve worked a lifetime accumulating for retirement. Now is the time to unlock the retirement you want.
The UNLOCK Process™ is designed to lead you through crucial retirement choices, ensuring you can retire with a sense of assurance. This approach isn’t centered on any specific product or investment; rather, it is built around the entirety of your retirement. As a result, it culminates in a thorough retirement strategy that covers aspects such as income, risk management, taxation, Social Security, estate planning, and more.
Understand what you want in your retirement. We want to be on the same page as you.
Nail down how to get there. See what it will take to get the retirement you want.
Learn about your options. Your 401k (and other investments) need direction.
Organize your strategies into a plan. Your different investments must work together.
Collaborate on adjustments. The goal is to build you a plan you understand.
Keep the plan going. Complete retirement plans require on going adjustments.
AS SEEN ON:
Understand what you want
Your retirement plan is all about you. If you decide you want to work with a financial team of fiduciaries, like BA Schrock Financial Group, then it will require spending time communicating what you want.
The first step in unlocking your financial future is getting on the same page. How you want to spend your retirement is up to you. BA Schrock Financial Group’s job is to make it happen.
If you decide to schedule a 15-minute introduction call, it will be focused on understanding what you want. No financial decisions will be made. The purpose will be to decide if it makes sense to proceed to the next step and begin putting a plan together.
Nail down how to get there
Once we understand what you want, we can offer you clear guidance on how to get there. For many Americans, they have done a good job saving for retirement in their 401k (or 403b/457).
The main question stands… How do you create a plan that provides enough income to support the retirement you want while not spending too much that you run out of money. By understanding what it will take to get to the retirement you want, you can start taking deliberate steps towards your goal.
Schedule a 15-minute introduction call and let us understand what you want in retirement. Once we have the baseline, we can give you clarity on what needs to be done next. No financial decisions will be made. Click the button below and start the process of unlocking your financial future today.
Learn about your options
There is no perfect product or investment that satisfies all the needs a retiree has. Investing must be very deliberate, especially when putting together a complete retirement plan.
More often than not, we find that retirees are taking more risk than they realize. Build your retirement plan by diversifying with the different investments and asset classes based on what you want out of retirement.
Our job is to connect you with the investments that can help support you with the retirement you want. After the 15-minute introduction call, we will invite you to a follow-up meeting where we can show you different investment options that you may not be aware of.
Get started today by clicking the button below and schedule a call.
Organize your strategies into a plan
Strategies are not enough to guide you through retirement. They must be put together into a complete plan. Like any sports team, if they don’t focus on the unified goal, their individual strengths don’t amount to much.
A plan answers questions like, “How much income can I take in retirement?”, “When should I file for Social Security”, “How do I minimize my tax burdens before rates go out”, and more.
If you want a plan that answers these questions and more, then click the button below and schedule a call to get started. Every plan made at BA Schrock Financial Group is custom made, based on what the client wants. What do you want in your retirement? We want to help you build that retirement plan.
Collaborate on adjustments
If you cannot understand your retirement plan, then it is not right for you. While you are on vacation, enjoying a hobby, or doing whatever it is you want to do in retirement, you should not spend a moment worrying about your plan.
If you don’t understand a part of your plan, ask for clarity or for it to be changed. Once you decide that you want to move forward, work together in making the needed investment adjustments so your plan can go live.
If you want a plan that answers these questions and more, then click the button below and schedule a call to get started. Every plan made at BA Schrock Financial Group is custom made, based on what the client wants. What do you want in your retirement? We want to help you build that retirement plan.
Keep the plan going
The best cars built today still need maintenance. The best retirement plans must be adjusted year over year. Investments are not the only variable in retirement. Consider other life events that may happen.
Retirement experiences many ups and downs. From grandkids being born to the decline of health, and more. Your needs will change over time and your plan should be adjusted to be in line with those needs.
If you want a plan that answers these questions and more, then click the button below and schedule a call to get started. Every plan made at BA Schrock Financial Group is custom made, based on what the client wants. What do you want in your retirement? We want to help you build that retirement plan.
