Michael J Searcy

About Michael J Searcy

My life\'s passion is helping people, from assisting clients in solving problems and reaching their goals to serving on charitable boards, mentoring younger people, being an active Rotarian and supporting our company\'s various charitable activities. I specialize in helping my clients achieve their vision of an ideal life by acting as a resource for honest, accurate information, perhaps even helping them think differently about life, and encouraging effective implementation of their life choices. My wife Sandy and I have four children (plus their spouses) and nine natural grandchildren, plus two more from a family merger. I enjoy cooking, grilling, swimming, golf, tennis, pickleball, socializing with friends, hanging out with my kids and grands as well as experiencing the world through international travel (33 countries so far). I have completed 16 marathons across the world, including one in Antarctica. At Searcy Financial, 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. Planning for the Future: We are unwavering in our promise to deliver a long-term financial strategy that will help 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. Advisors located in Kansas City, Naples and Phoenix

Experience

1. Founding Advisor

   Searcy Financial Services, Inc

   Jan 1976 — Present

   We are a fee-only firm unwavering in our promise to deliver a long-term financial strategy that will help 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. Since 1976, we have been privileged to help our clients focus on accomplishing those things that really matter most to them in their lives.

Education

• University of Pittsburgh Joseph M. Katz Graduate School of Business

  Accredited Investment Fiduciary and Accredited Investment Fiduciary Analyst

  2005 — 2006

• University of Missouri-Columbia

  Business Administration

  1972 — 1973

• College for Financial Planning

  CERTIFIED FINANCIAL PLANNER TM

  1979 — 1981

• University of Missouri-Kansas City

  Studies in Business Administration

  1973 — 1976

• The American College of Financial Services

  Chartered Life Underwriter

  1977 — 1980

• The American College of Financial Services

  Chartered Financial Consultant

  1982 — 1983