Blog Posts

By Marc C. Shaffer

I was talking with a friend recently who has lost quite a bit of weight. We were talking about the process and how it differed from their past experiences. They had spent many years fighting the ups and downs of fad diets and lose-weight-quick gimmicks. It wasn’t until they embraced a steady process that required small habit changes that made a huge difference over time that they were able to find success that was lasting.

This concept can also be applied to building wealth. It would be great to have a get-rich-quick shot, but it doesn’t exist (unless you know something I don’t!) House prices seem outrageous, grocery bills keep rising and the extras cost more and more. What is there to do? If the current economic landscape makes you feel like you’ll never get ahead, keep reading.

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If the idea of retiring in your early 50s, 40s, 30s, or even late 20s appeals to you, you may be interested in joining the FIRE retirement movement. Designed for those who have the discipline and cash flow to save diligently, FIRE can be an effective path toward living a work-optional lifestyle. In this article, we will discuss what FIRE is and whether or not it may be right for you.

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By Marc Shaffer

Spring is here – the time of awakening and starting fresh – hence the reason we also start to think about spring cleaning. Now typically, this could mean tidying a garage that was stuffed with all the yard items from last summer or scrubbing areas of our house we often ignore. But now would also be a great time to think about spring cleaning your finances.

Are you ready to rethink some budget items, get your affairs in order and start fresh for the rest of the year and beyond with a spruced up financial focus?

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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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