Blog Posts

By: Michael J. Searcy

Using money you've worked hard to earn on your business makes sense. While other people are spending money on new cars or vacations, you hardly miss the funds you spend on your business because the prize at the end of the spending tunnel is in sight. You can see how the funds are helping to reach your goal of building a successful business.

Treating your retirement fund like another business is a strategy that can help set you up for future success. Payments you make today toward your retirement are funds that can be saved and invested to experience the benefit in the future. Think about why you own your business... Chances are you find joy in watching your business grow, and you expect it to provide a future payoff or benefit after years of dedication and hard work.

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By Michael J. Searcy

Every journey you take on an airplane comes with about a 0.0001 percent chance that you won't arrive at your final destination. With such a small percentage for failure, it's no surprise people feel secure flying all over the world, every day. Now what if you boarded a plane and the flight attendant came over the speaker saying, "The Federal Aviation Administration has requested we inform you there is now an 85 percent chance of flight failure"? I'm picturing people scrambling for their luggage and pushing their way through the aisles and off the plane.

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By: Michael J. Searcy

Being prepared for the unexpected may not be high on your priority list. There are people who would have trouble locating their breaker box if the power went out, the fire extinguisher if cooking dinner took a wrong turn, or the car jack if they popped a tire. However, these situations produce immediate emergencies that could easily be overcome with a little preparation. The same goes for health or other issues that may affect the financial situation of your aging parents. These 5 questions can help you when approaching your parents about their financial well-being and discussing their wants and wishes.

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By: Michael J. Searcy

Picturing a snapshot of life in retirement might bring to mind images of gardening, grandchildren, relaxing on a beach and golfing – the images of activities people enjoy. The attraction of retirement is having the time to do what you enjoy, time for your hobbies. However, for many doctors, their job is their hobby. They love what they do, the skills they use, the people they meet, and the feeling of accomplishment. Retiring for them means the loss of a hobby, not a chance to gain new ones. Retirement means losing the opportunity to do something they love. If you love what you do, is work really work? Is there a way to retire in your job, not from your job?

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By: Michael J. Searcy

Just as a misdiagnosis can occur with your physical health, the same can happen with your financial health. Financial setbacks can be a challenge to overcome, and the longer you travel down the wrong path, the more difficult it becomes to get back on track. By seeking a second opinion on your financial plan, you may be able to catch those misguided turns and make the changes necessary to reach a successful financial future.

If you starting working with an advisor early in your career and haven't looked at the options available to you today, you may not be aware of the industry changes, competitive standards and technology updates that have helped advisors advance their level of service and care. You may also be facing new life and age situations that weren't addressed in your original plan. In fact, you may have originally been set up with a "plan" filled with insurance and investment products that didn't take into account other aspects of your life.

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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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