By Jessica Searcy Kmetty, President & CEO There’s a script many of us were handed early on: Be polite. Be careful. Be grateful. And above all, don’t talk too loudly about money. Especially if you're a woman. This "good girl" programming often shows up in our...
By Marc C. Shaffer There’s a saying I love: “Nobody cares how much you know until they know how much you care.” That one sentence has guided me through thousands of conversations—with clients, new connections, colleagues, and community members. It reminds me that if...
A Framework That Matches How We Plan for Life By Marc C. Shaffer At Searcy Financial Services and Allos Investment Advisors, we believe true wealth goes beyond just your bank account. That’s why The Five Types of Wealth by Sahil Bloom immediately grabbed my attention...
By John Fales, Principal and Director of Financial Planning Starting financial planning early in life has numerous benefits, and the earlier you begin, the more time you have to leverage compounding and build wealth. You don’t have to wait until you have the best job,...
By Marc C. Shaffer I’ve had the privilege of watching Mike Meyer turn a simple yet powerful idea into something extraordinary. What started as a way to help young music students has grown into Band of Angels, a nonprofit that’s changing lives through the power of...
By Marc Shaffer National Infertility Awareness Month and National Infertility Awareness Week are a time to share stories, provide support, and bring awareness to the realities of infertility - both the emotional and financial toll it takes. My wife, Bridgette, and I...
An ESPP stands for Employee Stock Purchase Plan. It’s a program offered by many companies that allows employees to purchase company stock at a discounted price, often through payroll deductions. Employee Stock Purchase Plans could be an important benefit for you. They...
By Marc C. Shaffer Every person I meet is valuable to me. Perhaps I was meant to meet them or they were meant to meet me, and the reason may become clear right away or many years down the road. Networking isn't just about exchanging business cards or making small...
Are you looking for a better understanding of the roles, responsibilities and functions within an independent RIA firm? An internship with the Searcy group of companies exposes students to a broad range of responsibilities. You will be trained on both the "why" and...
Current Available Positions: Administrative Coordinator Internship/Professional Residency Additional Availability For: Succession & Continuity Planning for Investment Advisors: Are you looking to build a continuity plan for your business or to build a succession...
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