Blog Posts

By Marc C. Shaffer

For many, a new year means a fresh financial start. For those nearing retirement, it means another day closer to a momentous transition. Whether you have your retirement date circled on the 2024 calendar or coming up in the next few years, the new year can be a great time to get your financial ducks in a row and make sure you’re checking the right boxes before the big change.

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You might have heard some buzz about the SECURE Act 2.0 and the ability to transfer 529 funds to a Roth IRA. You may also be wondering if you can take advantage of this new rule. To help clear up some of the questions you may have, we’re offering this flowchart for you. It covers important issues such as:

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By Marc C. Shaffer

The idea of a “boomerang” generation has been around for a long time, but a new economic situation could be fueling another wave of boomerangers. Sure, there are still children who graduate and move back in with their parents right away. But while many adults are still recovering from pandemic-era job loss and financial recovery, the housing situation of low inventory, high prices and high interest rates is not helping. This could cause children of any age to boomerang right back into the nest.

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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. 


The 5 Fundamentals of
Selecting the Right Advisor

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