Blog Posts

By Michael J. Searcy

My company’s slogan in the 90’s promised, “Mike Searcy will put your life in a 3 ring binder.” The financial planning industry was just starting to become popular, and for many households who were used to stuffing receipts into shoeboxes, the idea of having someone organize their finances into a binder sounded promising. However, I found many were overwhelmed by the sheer volume of paperwork they had built up through the years, paralyzing them from taking action. Others who took action would receive their financial plan and then never look at it again. My company is now celebrating its 40th anniversary this year and I find that many people today are still overwhelmed with getting their finances in order and adjusting their plan along the way – are you one of them? If you are, and you haven’t taken a look at how the industry has evolved to help you with this process, keep reading.

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By Michael J. Searcy and Jessica A. Kmetty

For the past few decades, women have increasingly turned their creativity, ingenuity and business acumen into entrepreneurship, with the number of women-owned businesses near 10 million and growing. While women strive to run successful businesses and overcome the challenges of ownership today, it becomes easy to neglect setting up a retirement savings plan which could help secure a successful future. Without a retirement plan, these women and their employees could work for years, striving to build a successful company, only to fail financially in retirement.

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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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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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