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...
By Marc C. Shaffer As a financial advisor, I spend most of my days helping people think long term. Retirement planning...Investment management...Estate considerations...Tax-efficient strategies. The conversations are meaningful and often serious. But mindset matters...
By Marc C. Shaffer I recently spent two consecutive Mondays doing something I never imagined would feel intimidating. I blocked four and a half hours each day to sit in a studio and read my own book out loud for the audiobook version. Even though I spent the last year...
By John Fales Achieving financial success can feel like the finish line of a long race, whether it comes through career achievement, business growth, inheritance, or wise investing. But in reality, wealth isn’t just about building up assets; it’s also about sustaining...
By Marc C. Shaffer Each year I set new goals and commit to something that will stretch me personally and professionally. Some of those commitments only last a season, while others become part of my long-term growth journey. Over the years, I’ve been fortunate to...
By Marc C. Shaffer In 2024, I had given a few presentations about networking and paying it forward when one of my mentors asked me what I thought was a joke: “Why haven’t you written a book yet?” I laughed. I could barely finish a 1,000-word blog post for my company...
By Marc C. Shaffer Money and water may seem like entirely separate forces, but once you start paying attention, you'll notice just how many financial terms flow directly from water-based language. This isn't a coincidence. Both money and water are essential resources....
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 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 Marc C. Shaffer Life moves fast, sometimes too fast. Whether it’s following up with a friend, remembering to check in on someone going through a tough time, or just keeping track of personal to-dos, it’s easy to let things fall through the cracks. We all mean well,...