Searcy Financial Services, Inc.

Searcy Financial Services, Inc. is a financial planner in Overland Park, KS. The firm provides financial planning for individuals and families, as well as group retirement plans for employers and plan sponsors. They offer specialized services including investment management, financial modeling, and long-term financial strategy development. The firm maintains a 5.00 rating based on client reviews.

As a fee-only firm, Searcy Financial Services, Inc. focuses on helping clients navigate personal wealth decisions through a hands-on approach to investment management. Their process involves planning, implementing, and educating clients to ensure they can recognize opportunities for smart financial choices. The professional team includes Certified Financial Planner Professionals and specialists in roles such as Chief Investment Officer and Chief Compliance Officer. The firm emphasizes a commitment to business continuity to serve the lifetime and generational needs of the families they support.

The office is located on Foster Street, near Overland Parkway and a short drive from Heartland Elementary School. The location is also situated near Tomahawk Creek and Saint Luke's Medical Group-Southridge.

The firm is recognized for its dedication to providing personalized guidance and a comprehensive vision of each client's life. Their strength lies in their commitment to helping individuals and businesses understand where they stand and providing the necessary tools to reach their financial goals.

Searcy Financial Services, Inc. provides dedicated financial planning and retirement solutions to the Overland Park community.