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 Reputation |
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One of the Top Wealth Managers in the Nation –Wealth Manager Magazine 2001-2011
Listed as a Leading RIA Firm –Financial Advisor Magazine 2006-2008, 2010-2011
Five Star Wealth Manager: Best in Client Satisfaction –KC Magazine/KC Business 2007-2012
150 Best Financial Advisors for Doctors
–Medical Economics 2002-2006, 2011
One of The Most Dependable Wealth Managers™ of The Central U.S. –As seen
in Forbes® 2008*
Listed as a "Top Area Fee Based
Investment Advisors" –Kansas City Business Journal 2008-2010
Included in the "25 Under 25" Class of 2009 –KC Small Business Monthly 2009
Listed as a "Most Experienced Independent Financial Advisor" –Business Week 2009
Listed in "50 Area Wealth Management Firms" --Ingram's 2010-2011 |
Credentials |
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CFP® –CERTIFIED FINANCIAL PLANNER™
AIF® –Accredited Investment Fiduciary®
AIFA® –Accredited Investment Fiduciary
Analyst™
ChFC –Chartered Financial Consultant
CLU –Charted Life Underwriter
PPC™ –Professional Plan Consultant™
EA –Enrolled Agent | |
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Experience |
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Firm founded in 1976
Over 36 years of experience
Staff of 7 full-time professionals |
Fiduciary |
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Searcy Financial Services, Inc. is a federally Registered Investment Advisor (RIA)
Fee-based investment management and financial planning firm |
Expertise |
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WEALTH Enhancement & Preservation, Contributing Expert and Author
Inside the Minds: Wealth Strategies, Contributing Expert and Author
The Malpractice Time Bomb, Contributing Expert and Author
Happily Ever After: Expert Advice for Achieving the Retirement of Your Dreams, Contributing Expert and Author
Financial Savvy for the Small Business Owner, Contributing Expert and Author
The Trust Equation: The Savvy Investor’s Guide to Selecting a Competent, Ethical Financial Advisor, Contributing Expert
Searcy on Educated Investing, Author
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Excellence |
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Provide easy in, easy out engagements with only 30 days notice
Apply established, proven processes
Focus goals around the client’s unique vision
Develop personalized “Big Picture” action plans for each client
Follow written Investment Policy Statements (IPS)
Track performance against appropriate benchmarks
Utilize web-based reporting, accessible to clients and professional team
Design and manage portfolios using individual securities, ETFs and mutual funds as appropriate, utilizing the Global Fiduciary Standards of Excellence
Assist clients with life, disability and long-term care insurance planning
Excel in client service and follow-up in a high touch environment
Collaborate with client’s professional advisors utilizing a team approach |
* As selected by Goldline Research |
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