{slider What type of clients do you work with?|closed} We serve successful individuals and families, business owners and retirement plan sponsors. Each client has their own needs, desires, roadblocks, and big picture goals. What they have in common is a desire to do...
We are pleased to announce the promotion of John Fales to Principal of the firm. John has evidenced his commitment to our firms and our clients during his time with Searcy Financial Services and Allos Investment Advisors. We are delighted to have him join our Executive Team and we believe his new role as Principal will enhance our firm’s continued commitment to our clients’ success.
Over the 40 years that Searcy Financial Services has been serving clients, we have helped clients purchase Life, Disability and Long Term Care insurance policies to protect their future. While insurance planning was, and will continue to remain, an important aspect of financial planning, we will no longer act as an agent to complete the purchase process. This act allows our firm to be known as a “Fee-Only” firm with various licensure and accreditation boards, as we will no longer receive any commissions for the sale of new insurance nor receive any commissions for the sale of insurance in previous years.
By Michael J. Searcy
Screwed again!
Well, that title was supposed to illicit an emotion and cause you to want to read what I have written. It also has to do with two screws I recently had to deal with at Home Depot – and the advice I received.