Get Started With Searcy Financial

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.