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...
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...
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...
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....
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...
