Blog Posts

Financial markets are rarely easy to navigate alone, and when you add in economic factors, complex political and global developments and devastating weather events, it can seem even more challenging.

Experience has taught us that successful investing requires discipline and patience. A long-term investment focus can help when emotions run high. While balancing ongoing changes can seem daunting, a steady course can help buffer you against turbulence and uncertainty.

To help you overcome these challenges, we've compiled a list of common mistakes and guidelines.

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By Marc C. Shaffer

As I was chatting with my mentor one day, he tells me there’s a great guy he wants me to meet and his name is Marc Shaffer. Well, that’s me, of course. I had him explain and he told me I was too busy focusing on one thing and all of my energy, my time and my passion was being exhausted in that one area.

I wasn’t spending time with myself, I wasn’t letting myself contemplate what was beyond that singular area of focus, and if I continued along that path, I might end up having done one great thing in my life at the expense of knowing myself and growing in other areas.

Luckily, I had someone in my life who could recognize this behavior and keep me accountable to living a full and diverse life.

Do you have someone in your life keeping you accountable to the things you say you want to accomplish?

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By Michael J. Searcy

I have been fortunate to have the freedom of choice in my life and it has steered me through a life I enjoyed. I chose a place to settle down and start my own financial planning and wealth management firm, and I was happy both professionally and personally.

Until I wasn’t.

Now, that might sound like I had reached a negative spot in my life, but in reality, I had just reached a point where I was ready to pivot.

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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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