Searcy Financial Services, Inc. / Financial Advisor in Overland Park, Kansas

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 help 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.

Searcy Financial Services, Inc. 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.

Specialties

401K Consulting 401k Rollover Advisory And Investment Management Asset Protection Business Planning Certified Financial Planner CFP ® Charitable Planning College Planning Comprehensive Financial Planning Debt Management Divorce Planning Estate Planning ETFs Family Financial Planning Fee Only Fee-Only Fiduciary Financial Planning Financial Planning Advice And Services Income Tax Planning Independent Investment Advisor Investment Consulting Investment Management Investment Policy Statements Investment Services IRA Legacy Planning Mutual Funds NAPFA Member Professional Wealth Management Registered Investment Advisor Retirement Income Planning Retirement Planning Rollover Of 401k Or IRA Socially Responsible Investments Special Needs Planning Stocks Wealth Management Women's Issues Young Investors
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