Dale and Carrie working at the conference table.

Our Services

At Schrock Financial, we offer the following financial services:

Investment Advice

Determining appropriate investment allocations is a fundamental service offered at Schrock Financial. Allocations recommended to clients are based on timelines of when and how the funds will be needed, as well as overall economic conditions. These allocations are further tailored to individual preferences in regard to different classes of investment risks.

Retirement Planning

We help clients determine income needs in retirement compared to income needs while they are still fully employed. We believe that the retirement scenario is made up of two main components: (1) Can I retire? and (2) Should I retire? At Schrock Financial, we view retirement as a point in your financial journey at which you could stop working or scale back to part-time employment and maintain the financial life you would like to live.

Tax Strategies

At Schrock Financial, we focus on integrating investment goals with tax-advantaged strategies. There are many ways to address income taxes both now and in the future. We work closely with your tax professional to optimize these savings.

Estate Planning Strategies

Ensuring your estate plans and beneficiaries are up-to-date is an important part of our on-going financial relationship. Here again, we work closely with your legal professionals to develop and maintain plans to match your estate wishes. This involves minimizing the complexity and costs for your loved ones and/or charities.

Education Planning

As with many areas of life, education costs continue to rise. Having and maintaining flexible plans are important. At Schrock Financial, we help evaluate the options available to helping you or your loved ones with projected educational costs. We recognize that every individual is unique with their own strengths and challenges. Education plans need to be tailored to this individuality as our loved ones strive for their highest potential.

Securities and advisory services offered through LPL Financial, a registered investment advisor. Member of FINRA/SIPC. The LPL Financial registered representative associated with this website may only discuss and/or transact securities business with residents of the following states: DC, FL, TX, VA, WV.

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