Category: Selecting An Advisor

Conversion to Exclusive Fee-Only Financial Advisor Services

Conversion to Exclusive Fee-Only Financial Advisor Services

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.