Searcy Financial

Fee-only financial planning & investment firm passionate about viewing wealth from your perspective, to help you achieve success on your terms, Where You Stand®

[Searcy Financial @SearcyFinancial]

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. - https://t.co/UZCdXgWJgM

#KansasCity #PhoenixAZ #UtahValley

[Searcy Financial @SearcyFinancial]

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. - https://t.co/au2r2eNtzN

#KansasCity #PhoenixAZ #UtahValley

[Searcy Financial @SearcyFinancial]

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

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!

[Searcy Financial @SearcyFinancial]

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

Thank you to all who have served our country.

[Searcy Financial @SearcyFinancial]

This account is no longer actively updated.

To stay connected with our latest insights and updates, follow us on LinkedIn, Instagram and Facebook.
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Thank you for being part of our community.

[Searcy Financial @SearcyFinancial]

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

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.

Read the full blog here: https://t.co/wuDIsIHifP

[Searcy Financial @SearcyFinancial]

🚨 Attention Retirees! 🚨

Your income can quietly increase your Medicare premiums. 💡

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

Read more here: https://t.co/BtNgberjTa

#RetirementPlanning #Medicare

[Searcy Financial @SearcyFinancial]

Today, we celebrate Jessica Searcy Kmetty's 25 years with Searcy Financial! 🎉

Thank you, Jessica, for your dedication, vision, and commitment to our clients, team, and community. We are incredibly grateful for the impact you have made over the last 25 years!

[Searcy Financial @SearcyFinancial]

We do not expect clients to need everything at once. But when a situation calls for it, we want to be able to connect people at the right time.

That is why we place such a strong emphasis on building our network. https://t.co/0TkWygHIBv

#KansasCity #PhoenixAZ #UtahValley

[Searcy Financial @SearcyFinancial]

For many people, home means comfort, independence, and a lifetime of memories. But as we get older, there are also important questions to consider about the kind of care we may need and how to plan for it. https://t.co/MrWMOuHo12

#RetirementPlanning #KansasCity

[Searcy Financial @SearcyFinancial]

Transitioning out of the military comes with a lot of decisions. And while there is no one size fits all approach, having a clear financial plan can make that next chapter feel a lot more intentional.

https://t.co/ueRvr1dURv

#FinancialPlanning #MilitaryTransition #KansasCity

[Searcy Financial @SearcyFinancial]

Financial planning can feel overwhelming when it’s all numbers, charts, and projections.

But the truth is, it’s not really about the numbers.

Jessica shares more thoughts about this here: https://t.co/2f1Ma7ey5D

#FinancialWellness #PhoenixAZ

[Searcy Financial @SearcyFinancial]

Marc had a great time connecting with financial planning students at Mizzou last week! 🐯

He was proud to share insights from his One For All approach, including the importance of building meaningful, lifelong client relationships. 📕

#Mizzou

[Searcy Financial @SearcyFinancial]

🌟 Exciting night at the UVU Financial Planning Spring Banquet! 🌟

Tanner and Diantha had a fantastic time connecting with students, faculty, and industry professionals, alongside our new summer intern, Tano (pictured left to right: Tano, Tanner, Diantha).

[Searcy Financial @SearcyFinancial]

Big hats, fast horses, and an even bigger cause 🏇

Marc Shaffer teamed up with Tanesha Thompson, Program Director at Growing Futures, this morning on KCTV5 to spotlight the Run for the Roses fundraiser. 📺👀

Learn more and get involved here: https://t.co/CowlAFXfUq

[Searcy Financial @SearcyFinancial]

If you have made non deductible contributions to a traditional IRA, there is one tax form you do not want to overlook.

Read the full story: https://t.co/SCeJuu8PQJ

#FinancialPlanning #TaxPlanning #RetirementPlanning

[Searcy Financial @SearcyFinancial]

✨ Ready for a mindset boost? ✨

A small daily habit can make a big difference, especially when it comes to how you show up in life.

Check out the blog from Marc Shaffer to discover how the Pep Talk App has become a tool for everyday motivation 👉 https://t.co/0EN3sJ3m5H

[Searcy Financial @SearcyFinancial]

💡 Need liquidity without selling your investments? ➡️ https://t.co/fa8luByYFt

📌 You’ll learn:
✅ What an SBLOC is and how it works
✅ Situations where it may make sense
✅ Key benefits
✅ Risks and considerations

#FinancialPlanning #Investing #SBLOC #WealthManagement

[Searcy Financial @SearcyFinancial]

The Grey Gap Year: Why Early Retirement Often Costs More
Retirement often costs more at the beginning, and that's okay.
The goal isn't to avoid that spending, it's to plan for it.

Read more here:
https://t.co/rJ71rJphoR

#RetirementPlanning #EarlyRetirement #FinancialPlanning

[Searcy Financial @SearcyFinancial]

John had the opportunity to return to his alma mater, the University of Kansas, to speak with the FIN 330 class about financial planning. We are grateful for the invitation and proud to see John represent Searcy Financial where his journey began. Rock Chalk! 🔴🔵🟡