Blog Posts

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 Marc Shaffer

Our Motto: Learn. Serve. Lead.

From the first time I heard about the Centurions Leadership Program through The Greater Kansas City Chamber of Commerce, I was intrigued. It’s a two-year leadership development program, started in 1976, designed to train future Kansas City leaders, but that’s just the description in a nutshell. It’s also a place to learn in-depth about your community, make lifelong friends and grow more than you’d ever think possible.

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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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How about the City of Lights with the Eiffel Tower in the background? You can take weekend trips to the Louvre.

Thinking about the Eternal City? Visit the Colosseum or the Pantheon in your free time.

A smart bungalow in a quaint London neighborhood would be absolutely smashing. And you wouldn’t have to learn another language—other than British English. You can always tour the Tower of London or take a gander at Buckingham Palace whenever you feel like it.

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We often talk about estate planning in our conversations and review meetings, but one area of estate planning that is becoming increasingly important is the protection of your digital assets.

Have you considered your digital assets when working on your estate plan?

Do you know how much your digital assets are worth?

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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, inclduing 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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