Blog Posts

Elders who are able can protect themselves. Share these tips with elders in your life so they might become active participants in watching out for themselves.

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By Marc C. Shaffer

As I was chatting with my mentor one day, he tells me there’s a great guy he wants me to meet and his name is Marc Shaffer. Well, that’s me, of course. I had him explain and he told me I was too busy focusing on one thing and all of my energy, my time and my passion was being exhausted in that one area.

I wasn’t spending time with myself, I wasn’t letting myself contemplate what was beyond that singular area of focus, and if I continued along that path, I might end up having done one great thing in my life at the expense of knowing myself and growing in other areas.

Luckily, I had someone in my life who could recognize this behavior and keep me accountable to living a full and diverse life.

Do you have someone in your life keeping you accountable to the things you say you want to accomplish?

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By Michael J. Searcy

I have been fortunate to have the freedom of choice in my life and it has steered me through a life I enjoyed. I chose a place to settle down and start my own financial planning and wealth management firm, and I was happy both professionally and personally.

Until I wasn’t.

Now, that might sound like I had reached a negative spot in my life, but in reality, I had just reached a point where I was ready to pivot.

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By Michael J. Searcy

Are you limiting your investment success by letting emotions about market volatility control your decisions? We know that you’re more likely to find success, however you define it, if you have a plan in place. Your plan needs a defined purpose and vision, corresponding goals, and a timeline for measurement. But it’s not enough to just have a plan, you also have to trust your plan. When emotions take over, they can quickly steer you off course. That doesn't mean prudent changes can’t or won’t be made along the way to your goal, but without discipline, you may as well throw your plan out the window or not bother making one at all.

This year has already taken us through some market ups and downs. After months of relative calm, extreme movement in the market can lead to confusion. Fluctuations can be unnerving and it’s very normal to have anxiety, especially when headlines are shouting doomsday predictions to get more attention. Understanding the potential causes of the volatility and having steps in place to get through the fluctuation can help ease your anxieties.

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When building a financial strategy, we work hard to create an approach that plans for your longevity and allows you to live a satisfying life. But beyond helping clients prepare for a longer retirement, we are focused on addressing a key goal: Managing emotional reactions.

For many investors, the market’s inevitable fluctuations can make investing feel like an emotional roller coaster. However, letting erratic, short-term market movements create anxiety can lead to detrimental financial decisions.

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Covering topics including personal and financial goals, financial freedom (retirement) planning, estate and asset conservation, insurance and tax needs to deliver a financial plan to help you acquire, grow and preserve your wealth.

Discussing investment strategies to acquire, grow and preserve wealth, risk, investment goals, asset allocation and portfolio management (which includes securities selection, trading, performance monitoring and responding to changes in the markets and the economy.)

Discussing topics of concern to physicians and medical professionals, including debt management, contract negotiations, asset protection, succession planning for your practice, insurance needs, and other professional and financial challenges. 

Multi-generational families face financial concerns coming from different viewpoints and backgrounds, including wealth transfer, family foundation planning, and continuity while addressing emotional and psychological perspectives of family members.

We help you identify your specific retirement goals and develop a plan and strategy that can help you achieve them.

By understanding what a successful retirement plan looks like to you and your company, we will help you assess your goals to keep your retirement plan on track to benefit your business and employees. The heavy-lifting of the plan management becomes our responsibility, leaving you free to focus on the management of your business. 

We are committed to quality, support, and ethical business practices so that our Overland Park firm will be your choice for financial advisement.

Searcy Financial helps clients choose an appropriate claiming strategy while addressing life changes, such as divorce and its effect on Social Security.

Addressing the issues and confusion associated with giving care to individuals with special needs, including understanding the prognosis, financial planning, navigating Special Needs Trusts, and asset protection. 

Discussing books, new and old, and why we find them valuable. 

Discussing issues related to engagements, marriage, divorce and remarriage. 


The 5 Fundamentals of
Selecting the Right Advisor

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