Getting Started With Searcy

Embarking on your financial planning journey with any firm requires trust, and at Searcy Financial®, we value and honor the trust our clients place in us. Here’s how we make getting started with us feel like a seamless transition:

  • Schedule an Introductory Session: Contact us to schedule an introductory “get to know you” session. During this session, we’ll discuss your financial goals, concerns, and priorities.
  • Assess Your Risk Tolerance: Utilize PocketRisk to assess your tolerance for risk in investments. Understanding your risk profile helps us tailor our recommendations to align with your comfort level.
  • Our Fiduciary Promise: We uphold a fiduciary standard, ensuring that we always act in your best interests. Our commitment to transparency and integrity forms the foundation of our client-advisor relationship.
  • What to Expect for Personal Wealth Planning: Explore the comprehensive financial planning and management process tailored to your unique needs and objectives. Our team will work closely with you to create a personalized wealth management strategy that reflects your goals and values.
  • What to Expect for Retirement Plans: Discover our approach to retirement planning solutions for business owners. By understanding what a successful retirement plan looks like to you, we will help you assess your goals to keep your retirement plan on track to benefit your business and employees.
  • Tough Questions to Ask Your Advisor: Access NAPFA’s Consumer Tool for a list of tough questions to ask your advisor. We provide our answers to these questions along with a blank worksheet to empower you in your research.

For those seeking investment management services exclusively, we recommend visiting our affiliated company, Allos Investment Advisors®, LLC. Allos provides actively managed investment portfolios tailored to your financial goals and risk tolerance.

At Searcy Financial®, we’re committed to helping you navigate your financial journey with confidence and clarity. Contact us today to take the first step towards a brighter financial future.

Please remember that different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product made reference to directly or indirectly in this content, will be profitable, equal any corresponding indicated historical performance level(s), or be suitable for you or your portfolio. Due to various factors, including changing market conditions, the content may no longer be reflective of current opinions or positions. Moreover, you should not assume that any discussion or information contained in this newsletter (article) serves as the receipt of, or as a substitute for, personalized investment advice from Searcy Financial Services, Inc.

The content of this letter does not constitute a tax or legal opinion. Always consult with a competent professional service provider for advice on tax or legal matters specific to your situation. To the extent that a reader has any questions regarding the applicability of any specific issue discussed in this content, he/she is encouraged to consult with the professional advisor of his/her choosing.  

Published for the blog on December 5, 2014 by Searcy Financial Services, your Overland Park, Kansas Fee-Only Financial Planner and Investment Manager.