Michael Searcy
Overland Park, Kansas, 66213
Member Since 2004
Our role is to help our clients through a discovery process to determine the things that are most important to them. We can help you crystallize your vision for your life, as well as help determine the steps that should be taken in order to reach your dreams. With over 36 years of experience, we have the training and knowledge to offer unique, personalized solutions to our clients. Our desire is to make you feel at peace with your life and financial affairs, knowing you have entrusted your financial future to a firm that will always place your interests first. To read our complete Vision, Mission and Philosophy, please visit our website at www.SearcyFinancial.com.
My Location
Background Information
Years of Financial Experience
- 36
Education
- University of Missouri (4 years)
Certifications and Designations
- CFP®
- ChFC®
- AIFA®
Association Memberships
- Financial Planning Association
Methods of Compensation
- Financial Planning: Hourly fee, Fixed fee
- Investment Services: Asset-based fee
Primary Custodian(s)
- TD Ameritrade
Additional Business Practices
- I work with remote clients over the telephone and Internet
- I review my clients' financial plans with them
- I review my clients' investment portfolios with them
Registration & Licensing
- CRD/IARD Number: 821456
- Insurance Licenses: Life, Long-Term Care, Disability
Company Names
- Registered Investment Advisor: Searcy Financial Services, Inc.
- Broker/Dealer: None
Compliance Record
- No Disclosures
Criminal Record
- No Disclosures
Planning Services
- Financial Planning, Retirement, College Funding, Estate, Charitable, Tax, Strategic Planning, Life Transitions (Death of a Spouse, Divorce, Career Transitions), Fiduciary Assessments
Investment Services
- Strategy Development, Written investment policy, Asset allocation, Performance Reporting, Tax Efficient Strategies
Visit Website - http://www.searcyfinancial.com
Michael Searcy
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Michael Searcy
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#TDAI2012 The ORIGINAL Cool and the Gang (those still alive). OMG the memories. I was there with all the originals.
“@JimMellon: ‎"Good habits are as addictive as bad habits, and a lot more rewarding." -- Harvey Mackayâ€. Something we all need to learn.
Outstanding succession planning session at 9:30 in Crystal G2 (Salon D) #TDAI2012 Guru David Grau moderating.
Glad to see promotion of the CFP Designation at the #TDAI2012 Conference. Reminded me I earned mine 30 years ago in May 1981.