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, Phoenix, Arizona and Naples, Florida. We manage assets for individual investors and their families and retirement plan sponsors nationwide.
Firm founded in 1976
Team of 10 professionals
Fee-Only, NAPFA Registered Financial Advisors
Searcy Financial Services, Inc. is an independent Registered Investment Advisor (RIA) with the U.S. Securities and Exchange Commission
We are passionate about viewing our clients’ wealth from their perspective, to help them achieve success on their terms, where they 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.
Searcy Financial Services, Inc. is a fee-only 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 help 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.
Our team holds the following credentials:
CFP® –CERTIFIED FINANCIAL PLANNER™ Professional
- AIF® –Accredited Investment Fiduciary®
- AIFA® –Accredited Investment Fiduciary Analyst™
- ChFC –Chartered Financial Consultant
- CIMA® –Certified Investment Management Analyst®
- CLU –Charted Life Underwriter
- EA –Enrolled Agent
- APMA® –Accredited Portfolio Management Advisor℠
- CPFA –Certified Plan Fiduciary Advisor
- C(k)P® –Certified 401(k) Professional
- PPC™ –Professional Plan Consultant™
- GFS™ –Global Financial Steward™
- CPRC –Certified Professional Retirement Coach
To learn more about our firm, visit: searcyfinancial.com
To meet our team, visit: searcyfinancial.com/our-team
To read our blog, visit: searcyfinancial.com/blog-posts
Successful management of your personal wealth happens when you have a meticulously crafted financial plan and deliberate investment strategy. Our strength is combining the two. We focus not only on final outcomes for our clients, but the experiences they have with us and in their life along the way.
Planning Process Description
We start by asking the question: Where do you want to be?
This sparks a discussion that helps us uncover what means the most to you and the type of financial plan you need to get the most out of life. It also helps us uncover potential roadblocks and opportunities so we can meet them head on. While each client will experience our rigorously researched and implemented investment strategies, the other pieces of your financial plan are dictated by your choosing. We incorporate areas such as estate planning, college funding, generational wealth transfer, tax management, philanthropy and insurance strategies – all are available if and when you need them.
Don't worry about missing something. We meet regularly to keep up on what's happening in your life. Financial planning is a process, and we will continue to review and recalibrate your plan as your life evolves.
Goals & Needs Discovery
Obstacles & Opportunities
Plan Agreement & Implementation
Review & Recalibration