Blog Posts

By Michael J. Searcy

Many years ago, I was an expert witness in an arbitration hearing regarding a financial matter. That experience changed me and changed the way I do business… I realized that, while there is a rightful place for mandatory arbitration clauses, that place is not in your financial planning or investment management contract. It’s simply not fair to the consumer.

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By Michael J. Searcy

One of my favorite things to help clients do is prepare and maintain a roadmap for themselves and their survivors, thereby knowing we’ve helped achieve continuity for them and their loved ones. I never want someone to feel unprepared or unable to function after the loss or incapacitation of a spouse, so I work to initiate thought and conversation to keep all parties engaged in the planning process.

But if I were gone? Not only could they turn to our entire team, since each client is never working with a single person, but they would also be aware that our succession plan that has been in place for several years means there are four other principals continuing to lead the firm.

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We are pleased to announce the promotion of Ryan Brooke to Principal of the firm. Ryan joined our group through our Internship Program and used that time to evidence his commitment, knowledge and desire to help families find financial freedom. He has continually grown those efforts throughout his years with our firm, and we are delighted to have him as part of our Executive Team. We believe his new role as Principal will enhance our firm’s continued commitment to our clients’ success.

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We are pleased to announce the promotion of Jessica Searcy Kmetty to Principal of the firm. She has a passion for helping people manage the financial side of their lives in order to get the most out of every other piece of their lives. Her vision and drive would make her an asset to any team, and we are fortunate to have her on ours.

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By Michael J. Searcy

Our firm started running Google Ads in 2018, and boy, was it eye opening.

You see, we had all the technology in place to help a large number of people, and knew that many people turn to online search when vetting candidates to help them with financial planning and investment management. We set up the ads for people to call us directly, and waited to see what would happen. The results were disheartening, but not like you’d expect...

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