Financial Planning Associate To apply for this position, please send an email to [email protected] and complete this profile. Role Description Responsible for providing support to the advisory team in the delivery of advice to clients. Prepares financial...
Marketing & Communications Coordinator To apply for this position, please send an email to [email protected] and complete this profile. Role Description Responsible for supporting and enhancing the client and team experience through the coordination of...
By Marc C. Shaffer Marc C. Shaffer is a financial advisor in Overland Park, Kansas, working with clients in the Kansas City area, Phoenix, and Utah Valley. For many families, financial planning eventually becomes about more than investments, retirement accounts, or...
By Marc C. Shaffer Marc C. Shaffer is a financial advisor in Overland Park, Kansas, working with clients in the Kansas City area, Phoenix, and Utah Valley. Over the years, we’ve enjoyed a simple tradition at Searcy Financial® Services. When clients head out on an...
By Marc C. Shaffer Marc C. Shaffer is a financial advisor in Overland Park, Kansas, working with clients in the Kansas City area, Phoenix, and Utah Valley. Losing a spouse changes nearly every part of life overnight. Along with grief, there are often practical...
By Marc C. Shaffer Marc C. Shaffer is a financial advisor in Overland Park, Kansas, working with clients in the Kansas City area, Phoenix, and Utah Valley. A client originally based in Overland Park who retired to Florida called recently, frustrated and confused. He...
By Marc C. Shaffer Marc C. Shaffer is a financial advisor in Overland Park, Kansas, working with clients in the Kansas City area, Phoenix, and Utah Valley. It’s one of the most common question types we hear from clients and prospective clients. “Should I wait to...
By Marc C. Shaffer Twenty years go by faster than you think. When I started at Searcy Financial® Services, my focus was on learning the technical side of financial planning, including investments, strategies, and how to serve clients well. What I did not fully...
By Marc C. Shaffer A very meaningful part of my work has been meeting and connecting with service members who are transitioning out of the Army, Navy, Air Force, and other branches of the military and stepping into what many of them call their “second act.” These are...
By Brenda Carrico A Long-Term Cost Comparison for Aging Clients They had lived in the same home for over forty years. It was the house where they raised their kids, celebrated holidays, and built a lifetime of memories. Over time, though, maintenance slowly slipped....
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