by Searcy Financial® | Jun 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. For many families, financial planning eventually becomes about more than investments, retirement accounts, or...
by Searcy Financial® | May 18, 2026 | Financial Planning, Planning for the Family
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. Over the years, we’ve enjoyed a simple tradition at Searcy Financial® Services. When clients head out on an...
by Searcy Financial® | May 18, 2026 | Aging, Financial Planning, Marriage, Divorce & Remarriage, Planning for the Family
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. Losing a spouse changes nearly every part of life overnight. Along with grief, there are often practical...
by Searcy Financial® | May 6, 2026 | Aging, Financial Planning
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. A client originally based in Overland Park who retired to Florida called recently, frustrated and confused. He...
by Searcy Financial® | May 4, 2026 | Investments, Selecting An Advisor
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. It’s one of the most common question types we hear from clients and prospective clients. “Should I wait to...
