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.
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.
Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Any comments regarding protection benefits and steady and reliable income streams refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Insurance and Annuity product guarantees are subject to the claims-paying ability of the issuing company.
The purpose of this content is to provide general information on the subjects discussed, it is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation.
Our firm does not provide tax, legal advice or accounting advice. All individuals are encouraged to seek guidance from qualified professionals for a comprehensive review of their personal situations. Our firm is not affiliated with the Social Security Administration or any other governmental agency.