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Join Our Team – Marketing &  Communications Coordinator

Join Our Team – Marketing & Communications Coordinator

by Searcy Financial | Jun 30, 2026 | Searcy Financial

Marketing & Communications Coordinator  To apply for this position, please send an email to [email protected] and complete this profile. Role Description Responsible for supporting and enhancing the client and team experience through the coordination of...
Why I Completed the 21/64 Certified Advisor Training for Multigenerational Planning

Why I Completed the 21/64 Certified Advisor Training for Multigenerational Planning

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...
Protect Your Phone While Traveling: The Hidden Financial Risk

Protect Your Phone While Traveling: The Hidden Financial Risk

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...
When Life Changes Overnight: 5 Thoughtful Steps After Losing a Spouse

When Life Changes Overnight: 5 Thoughtful Steps After Losing a Spouse

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...
Understanding IRMAA: When Income Quietly Raises Medicare Costs

Understanding IRMAA: When Income Quietly Raises Medicare Costs

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...
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