Blog Posts

By Michael J. Searcy

The costs associated with raising a child with special needs are endless and often underestimated. From leg braces that may cost $2,400 and can be outgrown each year to housing needs and therapy needs, the costs could reach millions over an individuals’ lifetime. By planning early and taking advantage of all available resources, families can navigate the impact that special needs care will have on their financial security.

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We found the article, “Tax and Wealth Planning Implications of a Trump Presidency,” from WealthManagement.com to be a thoughtful and informative read. If you are curious about potential tax implications that may result from this new administration, we encourage you to consider the points made in this article which highlights both the proposed Trump Administration Tax Plan and House GOP Tax Plan. We will continue to stay on top of potential tax changes and plan to provide you with updates if and when appropriate.

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By Michael J. Searcy

The average age of a first-year practicing physician in the U.S. is 31. This puts young physicians nearly 10 years behind their same-age peers when it comes to their number of earning years. Because young physicians can quickly go from very low pay during school and residency to very high amounts of pay, the first 10 years in practice are critical for building a solid financial foundation.

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By Jessica Searcy-Maldonado

Are female investors all that different from their male counterparts? When it comes to setting goals and making decisions, the differences might not be obvious. A recent study showed the top three financial goals for both women and men were a comfortable retirement, maintaining their current lifestyle and covering healthcare costs. It also showed a high majority of both women and men feel confident in their ability to make successful investment decisions. So why is there so much emphasis placed on the habits of female investors? Let’s explore some reasons:

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Every four years, investors have to grapple with the volatility and uncertainty that comes with a presidential election. Sure-bets drop out, long-shot candidates surge to the front. Every election comes with plenty of surprises and uncertainty and the 2016 election is no different. As financial professionals, we field a lot of questions from our clients and friends about how politics and elections affect financial markets so we are going to address some of these common questions and concerns:

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We look at your personal and financial goals, financial freedom (retirement) planning, estate and asset conservation and insurance and tax needs to deliver a plan that will help you acquire, grow and preserve your wealth.

Our investment team implements rigorously researched investment strategies designed to help our clients acquire, grow and preserve their wealth. By understanding your preferences, appetite for risk, goals and your timeline, we select and manage an investment allocation specifically tailored to meet your needs. You can confidently delegate the detailed day-to-day task of portfolio management (which includes securities selection, trading, performance monitoring and responding to changes in the markets and the economy) knowing that your investments are being looked after.

The financial demands on your life as a physician will be unique in every stage of your career. We can walk with you as you navigate debt management, contract negotiations, asset protection, succession planning for your practice, insurance needs, and other professional challenges. Our strategies can help guide you through a fulfilling career and lasting legacy.

Planning for multi-generational families brings about unique financial concerns when you incorporate different viewpoints, backgrounds and goals. We help families approach uncomfortable issues such as wealth transfer, family foundation planning, and continuity while addressing emotional and psychological perspectives of family members.

We help you identify your specific retirement goals and develop a plan and strategy that can help you achieve them.

By understanding what a successful retirement plan looks like to you and your company, we will help you assess your goals to keep your retirement plan on track to benefit your business and employees. The heavy-lifting of the plan management becomes our responsibility, leaving you free to focus on the management of your business. 

We are committed to quality, support, and ethical business practices so that our Overland Park firm will be your choice for financial advisement.

Searcy Financial helps clients choose an appropriate claiming strategy while addressing life changes, such as divorce and its effect on Social Security.

The confusion associated with giving care to individuals with special needs can be overwhelming. We help families connect with resources, work to understand the prognosis, and get support to navigate Special Needs Trusts and asset protection. Our goal is to enhance the livelihood of you and your dependents, leaving you time to focus on living a full life and celebrating the gift of their presence.

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