Blog Posts

By Michael J. Searcy

Let’s talk about succession planning… As much as any business owner might want to lead their company forever, the need for an “exit strategy” is essential. Its value is clear for the current owner, for current and future team members, and the individuals, families and businesses the company serves.

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Dear Friends,

Over the years, we have met with you at kitchen tables, living rooms, and multiple offices across the country as you have shared successes, failures, joys and sorrows with us. More recently, we have also connected via conference calls, FaceTime and computer screen-share video meetings. My, how things have evolved over the 46 years Searcy Financial has been in business! We couldn’t have grown into the company we are today without your faith in our ability to listen, problem-solve and provide sound advice for each of your unique situations. We enjoy every opportunity we get to stand Where You Stand®, learn about your lives, and help you plan to make a difference. We do not take our relationships for granted and we never stop striving to improve to honor our commitment to you and your families. Our future is dedicated to you…

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By Michael J. Searcy

We often talk to people about how utilizing multiple financial advisors can lessen their chance for success. For example, one advisor could decide to trade out of an investment to take losses at the same time the other decides to buy into that same investment, creating a wash sale, and adverse tax consequences. Neither professional is at fault, they just didn’t realize what had occurred because they weren’t aware their client was working with multiple advisors. I started thinking about that concept differently and now want to tell you that you should work with multiple advisors, but, it’s not what you think!

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By Michael J. Searcy

There has always been a divide in the financial industry between those who embrace fiduciary duty and those who skirt around it. It is a divide that can be nearly impossible for consumers to recognize and understand, leaving them exposed to potential harm depending on whose hands they find themselves in.

Am I working with an actual advisor or a salesperson? Is this person legally required to put my interests ahead of their own or are they suggesting something that’s good enough because it earns them a nice commission?

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By Michael J. Searcy

Many years ago, I was an expert witness in an arbitration hearing regarding a financial matter. That experience changed me and changed the way I do business… I realized that, while there is a rightful place for mandatory arbitration clauses, that place is not in your financial planning or investment management contract. It’s simply not fair to the consumer.

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