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20 Lessons From 20 Years at Searcy Financial® Services

20 Lessons From 20 Years at Searcy Financial® Services

by Searcy Financial® | Apr 3, 2026 | Searcy Financial®

By Marc C. Shaffer Twenty years go by faster than you think. When I started at Searcy Financial® Services, my focus was on learning the technical side of financial planning, including investments, strategies, and how to serve clients well. What I did not fully...
Preparing for Your Second Act: Financial Planning Considerations for Service Members Approaching Retirement

Preparing for Your Second Act: Financial Planning Considerations for Service Members Approaching Retirement

by Searcy Financial® | Apr 3, 2026 | Financial Planning, Planning for the Family, Retirement Planning

By Marc C. Shaffer A very meaningful part of my work has been meeting and connecting with service members who are transitioning out of the Army, Navy, Air Force, and other branches of the military and stepping into what many of them call their “second act.” These are...
The Home You Love vs. the Care You May Need: A Financial Look at Aging Options

The Home You Love vs. the Care You May Need: A Financial Look at Aging Options

by Searcy Financial® | Mar 30, 2026 | Aging

By Brenda Carrico A Long-Term Cost Comparison for Aging Clients They had lived in the same home for over forty years. It was the house where they raised their kids, celebrated holidays, and built a lifetime of memories. Over time, though, maintenance slowly slipped....
Why Our Team Invests So Much Time Building a Professional Network

Why Our Team Invests So Much Time Building a Professional Network

by Searcy Financial® | Mar 30, 2026 | Aging, Coaching Corner, Planning for the Family, Selecting An Advisor

By Marc C. Shaffer Did you know that a very important part of our work at Searcy Financial® Services happens outside of client meetings, portfolio reviews, and financial planning updates? We spend a significant amount of time building relationships with professionals...
Why Financial Planning Is Really About Life, Not Money

Why Financial Planning Is Really About Life, Not Money

by Searcy Financial® | Mar 30, 2026 | Financial Planning

By Jessica Searcy Kmetty How do you feel when you think about your money, your goals, or your future? Financial planning can evoke many different feelings. For some, it inspires excitement and motivation; for others, it brings uncertainty, overwhelm, or curiosity....
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