By Marc C. Shaffer Years ago, when I began my career at Searcy Financial Services, I had the privilege of being mentored by our founder, Mike Searcy. One of the lessons that left the greatest impression on me wasn’t about finance at all, it was about community. Mike...
By Marc C. Shaffer I still remember the moment I stopped making excuses and finally booked my first international trip to Hong Kong and China. For years, I had every reason not to go: “I don’t have the time.” “It’s not in the budget.” “Maybe next year.” Sound...
By Marc C. Shaffer For many of our clients, giving back is a core part of their values, and we love that. Whether it’s a cause close to your heart or an organization that’s been part of your life journey, charitable donations can be a meaningful way to create impact....
By Jessica Kmetty, President & CEO In a world where women are consistently redefining success on their own terms, confidently navigating career changes, asking for raises, and re-entering the workforce after a break are some of the most powerful moves we can make....
By Marc C. Shaffer You’ve probably heard of The Five Love Languages: words of affirmation, acts of service, quality time, physical touch, and receiving gifts. While not everyone’s primary love language is “receiving gifts,” there’s something about a well-timed,...
By Marc C. Shaffer As a “finance guy” who loves numbers and making them work for a greater good, even I don’t love tax season. As I send my check off to the IRS, I’m thankful that our business continues to grow, but bidding farewell to the payment is my reminder to...
By Marc C. Shaffer When you’ve invested in a special experience, like a river cruise through Europe or a dream trip across the globe, the last thing you want to think about is what could go wrong. But planning for the unexpected is one of the smartest things you can...
By Jessica Searcy Kmetty, President & CEO There’s a script many of us were handed early on: Be polite. Be careful. Be grateful. And above all, don’t talk too loudly about money. Especially if you're a woman. This "good girl" programming often shows up in our...
By Marc C. Shaffer There’s a saying I love: “Nobody cares how much you know until they know how much you care.” That one sentence has guided me through thousands of conversations—with clients, new connections, colleagues, and community members. It reminds me that if...
A Framework That Matches How We Plan for Life By Marc C. Shaffer At Searcy Financial Services and Allos Investment Advisors, we believe true wealth goes beyond just your bank account. That’s why The Five Types of Wealth by Sahil Bloom immediately grabbed my attention...
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