Marc Shaffer is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Searcy Financial Services, Inc. in Overland Park, KS and the surrounding communities.
I have been married to my wife, Bridgette, since 2018 and we live in Overland Park, Kansas. We welcomed our first son, Grant, in January 2022, and our daughter, Emily, in September 2023. As an active member of the Overland Park South Rotary Club, I contribute my time and energy to many philanthropic events. I also enjoy spending time mentoring those in the financial planning industry through the Kansas City Chapter of the Financial Planning Association.
I have completed three half marathons and spent seven years as a team captain in the annual BikeMS bike rides, completing up to 182 miles annually across Missouri and Kansas to raise money for Multiple Sclerosis research. I enjoy sand volleyball, golf and hiking, and have done multiple-day hikes in Chile, Argentina, Tibet, Peru, Iceland, Bhutan and Namibia during my international travels with Adventure to Serve.
In the Media:
As a speaker, Marc travelled to South China Normal University and other local universities in Guangzhou, China to speak about the economic impact of the emerging Chinese economy on the world. He participated in TD Ameritrade's National Conference 2012 succession planning discussion panel and 2013 generational relationships panel. He has also spoken and served as a moderator at the 2012 National FPA Conference.
InvestmentNews named Marc one of their 40 Under 40 in 2018. He was named a "Five Star Wealth Professional" each year from 2015-2023 and was chosen by KC Magazine as a member of the 2010 Class of Rising Stars. Marc was also named to The Independent's 2019 Class of Rising Stars. He was named a 2021 NextGen Leader by the Kansas City Business Journal and was chosen as a member of the 2021 Class of Forty Under 40 by Ingram's Magazine.
The debate as to which standard should prevail for financial advisors has raged for years now, although it's very far under the radar as far as...
Read More >
Recently I received an email from a client wanting clarification of his earned income. The school district that he and his wife live in had...
Read More >
It turns out that the “lost decade” of zero growth not only pertains to the stock market, but to personal income too. The U.S. Census Bureau...
Read More >
Identity theft is an increasingly worrisome topic for many. With more than a million people affected by identity theft each year, the below are...
Read More >
In our society of conspicuous consumption and spending-beyond-means, many parents face an uphill battle to encourage children to save for the...
Read More >
In addition to purchasing a home, funding your child’s college education could be one of the largest expenditures you ever make.According to...
Read More >
Generation Y investors are the most conservative generation of investors since the great depression, despite their long-term time horizon,...
Read More >
Owning a home has long been part of the American Dream. But given today’s economic realities and the risks associated with real estate...
Read More >
Investors often embrace advice from accomplished professionals to, “buy what you know.” Legendary fund manager Peter Lynch and investing icon...
Read More >
When you're in the middle of a disaster, it's hard to think about long-term issues. Focus gets narrowed to finding a way to get through each...
Read More >
