by Searcy Financial® | Jun 24, 2025 | Coaching Corner, Financial Planning, Leadership & Personal Development, Selecting An Advisor
At Searcy Financial® Services and Allos Investment Advisors, we believe that understanding people is the foundation of great teamwork, powerful client relationships, and effective collaboration. That’s why we’ve made tools like the Predictive Index (PI) and...
by Searcy Financial® | Jun 24, 2025 | Coaching Corner, Leadership & Personal Development
By Marc C. Shaffer In my book One For All: How to Systemize Kindness, Grow Your Network, and Support Others Like It’s Your Job, I focus heavily on helping others, because that’s the heart of what I believe in and what we do at Searcy Financial® Services and Allos...
by Searcy Financial® | Jun 19, 2025 | Aging, Book Reviews
By Marc C. Shaffer How One Book (and One Life) Changed My View of Work, Family, and Freedom We often talk in financial planning about preparing for retirement, building wealth, and creating meaningful legacies. But, we don’t always talk about regret. Regrets is not a...
by Searcy Financial® | Jun 6, 2025 | Aging, Financial Planning, Planning for the Family, Retirement Planning
By Marc C. Shaffer When we talk about financial planning, we often focus on investments, retirement accounts, and long-term goals. But an essential part of that future includes planning for long-term care, both for ourselves and for the people we love most....
by Searcy Financial® | Jun 4, 2025 | Aging, Financial Planning, Parenting & Education, Planning for the Family, Retirement Planning
By John C. Fales For families of affluence, transferring wealth to the next generation is about much more than numbers and legal documents. It’s about values, legacy, and responsibility. Without thoughtful preparation, wealth can do more harm than good, leading to...
