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How to Invest 5 Million Dollars: What to Consider Before Building Your Portfolio

How to Invest 5 Million Dollars: What to Consider Before Building Your Portfolio

by Searcy Financial | Jul 17, 2026 | Investments

If you came into $5 million (through a business sale, an inheritance, years of disciplined investing, or some combination of all three) the real question isn’t just where to put it. It’s what you actually want it to do for you. We get asked how to invest 5...
Taking the Lead: Financial Planning for Women Who Build & Lead

Taking the Lead: Financial Planning for Women Who Build & Lead

by Searcy Financial | Jul 17, 2026 | Financial Planning

How do you feel when you think about your money? If you are building a business, leading a team, and running a household (probably all three at once), the honest answer might be, “however I have five minutes to feel in that moment.” That is exactly why financial...
Why Financial Life Planning Starts With Taking Inventory

Why Financial Life Planning Starts With Taking Inventory

by Searcy Financial | Jul 10, 2026 | Financial Planning, Leadership & Personal Development

By Marc C. Shaffer Marc C. Shaffer is a financial advisor in Overland Park, Kansas, working with clients in the Kansas City area, Phoenix, and Utah Valley. “The difference between successful people and really successful people is that really successful people say no...
Exploring Utah National Parks: A Local’s Guide to Getting Outside

Exploring Utah National Parks: A Local’s Guide to Getting Outside

by Searcy Financial | Jul 7, 2026 | Leadership & Personal Development

By Tanner Manning Tanner Manning is a financial planning associate in Salt Lake City, working with clients in the Kansas City area, Phoenix, and Utah Valley. While Searcy Financial Services is based in Kansas City, I work remotely out of Utah. I was born and raised...
Join Our Team – Financial Planning Associate

Join Our Team – Financial Planning Associate

by Searcy Financial | Jun 30, 2026 | Searcy Financial

Financial Planning Associate To apply for this position, please send an email to [email protected] and complete this profile. Role Description Responsible for providing support to the advisory team in the delivery of advice to clients.  Prepares financial...
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Recent Posts

  • How to Invest 5 Million Dollars: What to Consider Before Building Your Portfolio
  • Taking the Lead: Financial Planning for Women Who Build & Lead
  • Why Financial Life Planning Starts With Taking Inventory
  • Exploring Utah National Parks: A Local’s Guide to Getting Outside
  • Join Our Team – Financial Planning Associate

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