Searcy Financial Services

Searcy Financial Services Viewing wealth from your perspective, to help you achieve success on your terms, Where You Stand.® Searcy Financial Services, Inc.

We are a fee-only, independent financial planning and investment management firm located in the Kansas City suburb of Overland Park, Kansas. We have advisors located in Overland Park, Kansas, Naples, Florida and Phoenix, Arizona. We manage assets for individual investors and their families and retirement plan sponsors nationwide. We are passionate about viewing wealth from your perspective, to hel

p you achieve success on your terms, Where You Stand.® Our services are based on your personal situation—your values, beliefs, preferences, and the degree to which you want to be involved in the planning process. We incorporate multiple generations into the planning process, where applicable, to foster guidance and education for all members of the family. is a Registered Investment Advisory firm offering the following highly personalized services:

► Planning for the Future: We are unwavering in our promise to deliver a long-term financial strategy that will guide your financial decisions and answer your financial questions. We want you to know Where You Stand® and have a plan to get where you want to be.

► Investment Management: Our investment team implements rigorously researched investment strategies designed to help our clients acquire, grow and preserve their wealth.

► Employer-Sponsored Retirement Plans: We help business owners and plan sponsors set intentions for their company and offer a retirement plan that helps both the company and its employees thrive.

► Business/Practice Consulting: We offer specialized services to help ease the administrative burdens of running a successful practice or small business.

For many families, financial planning eventually becomes about more than investments, retirement accounts, or tax strate...
06/24/2026

For many families, financial planning eventually becomes about more than investments, retirement accounts, or tax strategies. Questions begin to emerge around family communication, legacy, charitable giving, business succession, and preparing future generations to manage wealth responsibly. In some cases, parents and grandparents want to pass down not only financial assets but also the values, opportunities, and relationships that matter most to them. Yet those conversations are not always easy to navigate.

Want to learn more? Check out this month's blog by Marc, where he explores how intentional conversations around legacy, family values, and multigenerational planning can help families prepare for the future together.

https://searcyfinancial.com/hpr4

We're honored to be recognized by Ingram's as one of the 2026 Best Companies to Work For.At Searcy Financial, we've alwa...
06/18/2026

We're honored to be recognized by Ingram's as one of the 2026 Best Companies to Work For.

At Searcy Financial, we've always believed that great client experiences start with a great team culture. From professional growth and transparency to flexibility and a commitment to serving others well, we've worked intentionally to create a workplace where people can thrive.

This recognition belongs to every member of our team who lives out our values each day and helps make Searcy Financial what it is.

Thank you to Ingram's for the recognition, and thank you to our incredible team for making Searcy the company it is today.

Losing a spouse changes every part of life, emotionally, personally, and financially. In the middle of grief, even simpl...
06/03/2026

Losing a spouse changes every part of life, emotionally, personally, and financially. In the middle of grief, even simple decisions can feel overwhelming.

In this blog, Marc Shaffer outlines five important financial steps that can help bring a little clarity and direction during an incredibly difficult time, from organizing important documents to reviewing accounts and next steps.

Read more: https://bit.ly/49blXFU

When people think about protecting themselves while traveling, they usually think about passports, wallets, or luggage. ...
05/27/2026

When people think about protecting themselves while traveling, they usually think about passports, wallets, or luggage. But a potential financial risks you carry on every trip might already be in your hand: your phone.

From banking apps and saved passwords to travel confirmations and payment methods, losing access to your phone can create much bigger problems than most people realize. In this blog, Marc Shaffer shares a few simple ways to help protect your information, accounts, and peace of mind while you travel.

Read more: https://bit.ly/4uZUYpk

Today, we’re celebrating John Fales and his 15 years with Searcy Financial! 🎉As Director of Financial Planning and a par...
05/25/2026

Today, we’re celebrating John Fales and his 15 years with Searcy Financial! 🎉

As Director of Financial Planning and a partner at the firm, John has been an important part of our team and the culture we’ve built over the years. He brings a thoughtful perspective, steady leadership, and a genuine commitment to the people around him each day.

Over the past 15 years, John has played a key role in the continued growth of Searcy Financial while continuing to invest in the future of our firm. His dedication and long-standing partnership have made a meaningful impact across our organization.

Thank you, John, for 15 years of commitment, leadership, and partnership. We’re grateful to celebrate this milestone with you and excited for what’s ahead!

Our office is closed for Memorial Day - Monday, May 25. Thank you to all who have served our country.
05/25/2026

Our office is closed for Memorial Day - Monday, May 25.

Thank you to all who have served our country.

Should you invest now or wait for a “better” time?Market timing is something many investors think about, especially duri...
05/20/2026

Should you invest now or wait for a “better” time?

Market timing is something many investors think about, especially during periods of uncertainty or market swings. In our latest blog, Marc Shaffer explores why short-term market movements can be difficult to predict and how missing even a handful of strong market days can impact long-term results.

We also share the “simpler way to think about it” by focusing less on trying to predict the perfect moment and more on having a long-term plan and staying focused on your goals over time.

Read the full blog here: https://bit.ly/4dnUrGf

🚨 Attention Retirees! 🚨Your income can quietly increase your Medicare premiums. 💡Many retirees are surprised by IRMAA (...
05/13/2026

🚨 Attention Retirees! 🚨

Your income can quietly increase your Medicare premiums. 💡

Many retirees are surprised by IRMAA (Income-Related Monthly Adjustment Amount), a Medicare surcharge tied to income from two years earlier. 💰

Marc Shaffer wrote a simple guide explaining: 👇
✔ What IRMAA is
✔ What causes it
✔ Ways retirees can plan ahead

Read more here: https://bit.ly/4dfO5ZF

Address

12980 Foster Street, Ste 160
Overland Park, KS
66213

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Telephone

+19138143800

Website

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