Blog Posts

By: Marc C. Shaffer

It is easy to stray from basic, solid principles of finance. These remain true no matter what your age or circumstances. To make it easy, here are seven keys to fulfilling your financial vision of a steady tomorrow.
Consider each one closely. They should be ingrained in your brain. You need to continually read and practice them.


1. Pay yourself first. Make saving for your future a first priority, which you put before your other financial obligations. Put away as much as you can, and try to save at least 10% of your annual income (total, not take-home). Depending on your obligations, you may be able to save more or less. The more you save, the more wealth you create – but something is better than nothing.

Read more: ...

By: Marc C. Shaffer

Happy, financially successful people set out concrete goals and work to achieve them. To start spending your time and money on things that really matter to you, create written goals based around what you value in life. To ensure that you won't stray from your objectives, it is important to write them down.

Why are goals important?

1. They provide us with purpose and direction.

2. They help us convert our thoughts into concrete actions.

Read more: ...

By: Michael J. Searcy

Some of the most important financial issues in our lives are never addressed because they feel too overwhelming to tackle. Our brains revert to thinking if we could just devote one day, one week, one month to accomplishing a task, it would instantly be complete. Because that thought process can set us up for failure, training our thoughts to work in a new process can be the advantage we need to accomplish our financial goals. By understanding that each small step is an accomplishment, we can focus on the overall picture. When it comes to being prepared and financially secure, even the slightest edge can set us far above the crowd. Here are some common issues and tips for achieving that slight edge:

Read more: ...

By: Michael J. Searcy


You've already hit three home runs for the season—sounds like a great record right? Well, that depends. Are you playing Little League ball, or batting in the major leagues? The truth is, numbers can tell whatever story you want them to tell if they're not being measured against appropriate comparative benchmarks.

Benchmarks—statistical measures of, among other things, inputs, outputs and performance. They're one of the best indicators of how well your financial portfolio is performing against the market, but many investors are often confused by the numbers. Some financial professionals are quick to promote their performance numbers against well-known indicators like the S&P 500 index or the Dow Jones Industrial Average, especially when their numbers far out-perform the standard. However, oftentimes you'll find these quoted benchmarks have little similarity to the allocation of your portfolio.

Read more: ...

By: Jessica Maldonado

4 Questions to Help Determine: Is My 401(k) Plan Broken?

Most plan sponsors really don't know when their plan is broken and they don't know the questions to ask to find out. Plan Sponsors: Ask yourself the four questions below. If you can't answer the questions or find your answers aren't satisfactory, you may be promoting a broken 401(k) plan to your employees.

Read more: ...

Subcategories

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.

video

The 5 Fundamentals of
Selecting the Right Advisor

Download Paper  right-arrow

Newsletter Signup

getting-started

GETTING STARTED WITH SEARCY