NAPFA-Registered Financial Advisor Overland Park: Searcy Financial Services
The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors – highly trained professionals who are committed to working in the best interest of those they serve. After completing the vetting process, Searcy Financial Services is proud to announce that we have been accepted as a member by The National Association of Personal Financial Advisors and are now nationally recognized as a Fee-Only firm.
Why NAPFA?
NAPFA defines a Fee-Only financial planner as “one who is compensated solely by the client with neither the advisor nor any related party receiving compensation that is contingent on the purchase or sale of a financial product.” As the financial industry continues to evolve, it becomes more and more difficult to distinguish advisors who have taken the fiduciary oath to put their clients best interest first at all times vs. those who sell products and receive commissions that are only held to a standard of doing what it “suitable” for clients. By joining NAPFA, we give our clients another level of confidence that our services are delivered solely in their best interests and we increase our opportunity to help shape the financial landscape and the transparency of the entire financial planning profession for investors in the future.
To read about Searcy Financial Services’ journey to becoming a fee-only financial planning firm, visit: Conversion to Exclusive Fee-Only Financial Advisor Services
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.
Originally published on March 10, 2016 by Searcy Financial Services, your Overland Park, Kansas Fee-Only Financial Planner and Investment Manager.
