Michael J. Searcy, CFP<sup>&reg;</sup> - Financial Advisor

Michael J. Searcy, CFP®

ChFC, AIFA®

Founding Advisor

Searcy Financial Services, Inc.

4851 Tamiami Trail North, Suite 200
Naples, FL 34103
FINANCIAL ADVISOR'S WEBSITE
239.777.0018 CONNECT WITH Michael
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General

Michael Searcy is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Searcy Financial Services, Inc. in Naples, FL and the surrounding communities.

Financial Advisor Overview

We are a fee-only firm passionate about viewing wealth from your perspective, to help you achieve success on your terms, Where You Stand.® We do not assume to know what "success" means to any of our clients but we work together to find better ways to make life and wealth more enjoyable and intentional. I guess you could say helping our clients enjoy their life is our ultimate goal, and if we can make their wealth simpler to manage, more secure, better understood for future generations, and more connected to their life, then we've accomplished something worthwhile. With advisors in Kansas City, Naples and Peoria.

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Financial Advisor Experience

Michael has served as President of the Kansas City Chapter of the Financial Planning Association as well as Vice President of Education and Training. In addition, he has served as an adjunct faculty member for the College for Financial Planning and the University of Missouri at Kansas City, as Education Chairman and President for the Kansas City Chapter of the Institute of Certified Financial Planners, and as an advisory board member to the National Committee of the International Association for Financial Planning. Mike has served as a contributing expert and source for several books and national publications. He is frequently quoted in industry publications and authored the book Searcy on Educated Investing. He also serves as a contributing guest columnist for local and national publications. Michael has been named a "Five Star Wealth Professional" by KC Magazine in 2012, 14, 15, 17, 18, 19, 20, 21, 22 and 23.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

24, 63

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Financial Consultant (ChFC®)
  • Other - NAPFA

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Arbitration & Mediation, Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Annuities, Charitable & Planned Giving, Asset Allocation, Career Change, Bankruptcy, Estate Planning, Disaster Recovery, Corporate Finance, Investment Management, Employee Benefits, Government & Military, Getting Divorced, Irregular Income, Getting Married, Identity Theft, Mutual Funds, Real Estate, Job Loss, Insurance, Life Planning, Retirement, Stocks & Bonds, Startup, Succession Planning, Starting a Family, Tangible Assets, Long-term Care, Medical & Health Issues, Sudden Wealth, Men's Finances, Nontraditional Households, Special Needs, Personal Taxes, Women's Finances

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Helpful Financial Planning Resources