Blog Posts

By Marc C. Shaffer

I’ve heard figures ranging from the $20ks to $100k. I’ve had friends who likened their experience to the cost of buying a used car, and others who are closer to the cost of buying a house. These are the figures that it’s costing people with infertility to try and have a baby and everyone’s circumstance is unique, so you may find yourself anywhere along this financial spectrum.

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Did you know that Americans donated an estimated $449.64 billion to charities and other nonprofits in 2019? According to the findings from Giving USA, this was one of the greatest years ever recorded in terms of charitable donations (since its first report was published over 60 years ago).

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By Jessica Searcy Kmetty

In the nick of time?

One week after adding a cybercrimes addendum onto our homeowner’s policy, we were notified by my husband’s employer that someone tried to file for unemployment benefits using his name and Social Security number.

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By Marc C. Shaffer

“Procrastination is something best put off until tomorrow.” -Gerald Vaughan

It is a fact in my life that as the years go on, I get busier, things get more complicated, and time shrinks. I have to be very strict with my time, going as far as adding ‘call this friend’ and ‘schedule a trip’ and ‘buy new running shoes’ reminders on my calendar.

I don’t want to get so busy that I miss these things, but I also know the important things take time so I make it a point to schedule time so they happen.

I envy people who schedule these things for Someday. Where is that on the calendar? Why don’t I have a Someday??

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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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