In The Community

“Giving back is a big part of what we do as a team. Not only do we get the opportunity to serve our community, but it also serves as valuable time away from work where we build relationships with one another.” – Marc Shaffer, Principal

Each quarter, by consensus vote, we select a specific charity or organization we would like to help. Some recurring projects stand out each year, but we always seek out new opportunities to serve those around us. The company contributes a paid day each quarter where, as a group, we participate in a “hands on” activity to help our chosen organization.

Recent Projects:

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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.