SEC CRD #801-16377
Home - Searcy Financial® Resources Client Access Firm Highlights Blog Get A Free Consultation Select Page WHERE YOU STAND ® The 5 Fundamentals of Selecting the Right Advisor Selecting the right financial advisor can be a defining step toward achieving your financial goals. A quality financial advisor may help you define your values, marry your values with your goals, and develop a plan to reach those goals while making a meaningful impact on your life and the world around you. This resource is designed to help you find an advisor that’s right for you. Download Now More Guides Here Who We Serve Financial Planning for Individuals and Families We are a fee-only firm unwavering in our promise to deliver a long-term financial strategy that will help guide your personal wealth 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. Learn More Group Retirement Plans Employer-Sponsored Retirement Plan 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. We want your participants to know where they stand and have a plan to save for a dignified retirement. Learn More 10 Reasons You ll Love Working With Us We Plan We require the plans we develop with you to do more than get the job done. They are designed to motivate you to reach your goals by making sure you can see yourself in every piece of the plan. We Invest
TAMARA STELTING
CHIEF COMPLIANCE OFFICER
📞 (913) 814-3800
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AUM
$514M
Location
OVERLAND PARK, KS
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