Blog Posts

Joe got excited about Apple and ordered his advisor to buy 100 shares; his advisor worried about the out-of-character behavior but wasn’t authorized to speak to Joe’s family. Sally thought she had won the lottery and wired $50,000 to a scammer; her bank questioned the large withdrawal, but Sally approved it anyway. Dennis gave his caregiver cash and expensive gifts that totaled over $100,000, leaving his family with no way to get the money back.

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One area that is particularly critical to get right in your financial planning process is estate preparation and the protection of your loved ones from the unexpected. Proper estate preparation is an act of love and responsibility to those you care about.

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By Michael J. Searcy

Parents of children with special needs face a whirlwind of emotions dealing with the health of their child, physical demands of caregiving, financial concerns and future planning. While there isn’t any one place you can turn for all of the answers, we spoke with several of our clients who are caregivers about their situations. Based on their responses and our experience in the area of special needs, we developed a list of 5 big mistakes caregivers make and pointers to help avoid these mistakes.

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Over the 40 years that Searcy Financial Services has been serving clients, we have helped clients purchase Life, Disability and Long Term Care insurance policies to protect their future. While insurance planning was, and will continue to remain, an important aspect of financial planning, we will no longer act as an agent to complete the purchase process. This act allows our firm to be known as a “Fee-Only” firm with various licensure and accreditation boards, as we will no longer receive any commissions for the sale of new insurance nor receive any commissions for the sale of insurance in previous years.

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Subcategories

Covering topics including personal and financial goals, financial freedom (retirement) planning, estate and asset conservation, insurance and tax needs to deliver a financial plan to help you acquire, grow and preserve your wealth.

Discussing investment strategies to acquire, grow and preserve wealth, risk, investment goals, asset allocation and portfolio management (which includes securities selection, trading, performance monitoring and responding to changes in the markets and the economy.)

Discussing topics of concern to physicians and medical professionals, including debt management, contract negotiations, asset protection, succession planning for your practice, insurance needs, and other professional and financial challenges. 

Multi-generational families face financial concerns coming from different viewpoints and backgrounds, including 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.

Addressing the issues and confusion associated with giving care to individuals with special needs, including understanding the prognosis, financial planning, navigating Special Needs Trusts, and asset protection. 

Discussing books, new and old, and why we find them valuable. 

Discussing issues related to engagements, marriage, divorce and remarriage. 

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