About Schrock

Schrock Financial was founded in 2002. It is located at 111 N Main Street in Nappanee, Indiana. Grant brings a strong accounting background (B.A. in accounting) to the business that has proven beneficial in many ways, including estate planning and educating people on how to reduce taxes on their estates. He is highly qualified to help clients put together sound financial plans, keeping in mind any tax implications. Grant is a licensed securities representative who has a solid investment track record. He has helped many clients plan for their retirement years while reducing investment risk and cost. He offers a variety of insurance products to assist in wise planning for the future, and these products are offered to both individuals and businesses alike.

“Where trust comes first” is more than just a slogan. It is the guiding philosophy of Schrock Financial, and it is simply the way business is done. Grant is committed to maintaining a high level of integrity and has a strong reputation for putting his clients first. His passion is building a long-lasting relationship with his clients, thereby learning what their individual needs are and how he can best help them. At Schrock Financial, you will never be “just a number” and you will be treated as a valued individual. We would love to meet you, so please stop by and let us know how we may serve you.

FINRA BrokerCheck

Available Planning Services

Retirement Income Planning

We work to make sure that your retirement funds are protected and ensure that you have confidence in your financial future. We will review investment options with our clients that meet the demands of their lifestyle, current needs and future concerns. We work with you to develop a unique plan that focuses on helping you grow, preserve and protect your assets.

Financial Needs Analysis

To help you get a better understanding of your finances. The Financial Needs Analysis provides you with a detailed overview of your current financial situation and suggests a unique strategy just for you and your needs.

Long-Term Care Insurance

Long term care insurance provides a solution if you become unable to care for yourself due to age, serious accident, severe illness or deteriorated mental capability. The money is for you and your family to use as you wish giving you control while helping to protect your savings and assests.

Life Insurance & Disability Insurance

Disability insurance is designed to help cover a portion of your income if you become disabled and are unable to earn your regular income. It could be the result of an injury, a serious illness or mental health concern. The duration of a disability can be either short- or long-term. For life insurance can help provide financial security to your loved ones in the event you pass away unexpectedly.

Health Insurance Including Medicare Supplement Plans

Personal health insurance helps lower your risk of being burdened by expenses for care or medical bills as a result of an illness. While employment health and drug plans provide coverage for many health expenses, there are gaps that can have a significant impact on your finances


Get In Touch With Us

111 N Main Street
Nappanee, IN 46550
Telephone: (574) 773-4671
Fax: (855) 844-8086

Start taking care of your family and your own future today. Give us a call to find out more.

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