Michael Searcy

Overland Park, Kansas, 66213
advisor

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.
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My Location

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 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
 
Contact Michael
 
Visit Website - http://www.searcyfinancial.com
Paladin Registry

Minimum Asset Requirement

  • $500,000

Types of Clients

  • Individuals & Families
  • Businesses
  • Other

Professional Services

  • Planning
  • Investment Advice

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