Searcy Financial Services

Marc Shaffer

Searcy Financial Services is 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.

The financial demands on your life as a doctor will be unique in every stage of your career. We author a financial plan and investment strategy to help guide you through a fulfilling career and lasting legacy.

Searcy meets you where you stand…

  • Education/Residency
  • First Years as a Medical Professional
  • Seasoned Career Years
  • Career Closure
  • Retirement

Throughout your life cycle as a medical professional, one or several of the following areas might impact your financial needs:

  • Loan Repayment and Debt Management
  • Entering the Workforce Later in Life
  • Contract Negotiations
  • Risk Mitigation and Insurance Needs
  • Liquidity and Cash Flow Management
  • Asset Protection
  • Education Funding for Dependents
  • Retirement Plan Establishment for Your Practice
  • Your Exit Strategy from Your Practice

Searcy Financial Services understands the life and job cycle of a medical professional. We understand the amount of hours you spend working so that others can enjoy a healthy and fulfilling life, leaving you with fewer hours to spend on yourself. We understand that the financial needs of your medical practice are often closely entwined with those of your personal financial needs. We work to integrate all of the pieces so they are all working together to help you achieve your goals.

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