AIF®, CFP®, EA
Searcy Financial Services
Fee-Only financial planner located in Overland Park, KS, serving clients locally and across the country
What I Stand For:
I specialize in helping my clients and their families achieve continuity in their financial planning through generations and achieve their vision of an ideal life by encouraging goal setting and active monitoring of their financial plans.
Outside of Work, You'll Find Me:
As an active member of the Overland Park South Rotary Club, I contribute my time and energy to philanthropic events, including serving as Chairman for the 2011 Jazz in the Woods festival. 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 participate in the annual BikeMS bike rides, completing up to 182 miles across Missouri and Kansas to raise money for Multiple Sclerosis research.
Never let the things you want make you forget the things you have.
Marc is a member of the Kansas City Chapter of the Financial Planning Association. He has also served as President, Chairman of the Board, and Career Chairman, which helps individuals interested in pursuing careers in financial planning get connected into the community. Additionally, he assists in organizing the Kansas City Chapter Career Day.
As a member of The Fiduciary Society for Ethical Financial Practices (FSEFP), Marc is committed to acting as a fiduciary, with a legal and ethical responsibility to the people and organizations he serves, and to upholding the highest standards of ethical practices in his everyday life. He is also a former member of the Investment Management Consultants Association (IMCA®.)
Education and Certifications:
CFP® - Certified Financial Planning Professional
AIF® - Accredited Investment Fiduciary
EA – Enrolled Agent
Bachelor of Science in Personal Finance, Personal Financial Planning, Minors in Business Administration and Economics, Kansas State University
In the Community:
As Chairman of the Board and Past President of the Overland Park South Rotary club, Marc contributes his time and energy to philanthropic events like the Jazz in the Woods festival at Corporate Woods. He is a former Chairman for Jazz in the Woods and a Paul Harris Fellow.
Marc is Past President of the Human Ecology Alumni Advisory Board for K-State and serves on the Kansas State University Personal Financial Planning Advisory Board and the Kansas City K-State Alumni Planning Committee. He was awarded the 2011 KSU Entrepreneur Award which recognizes K-State alumni who have applied their knowledge as an owner of a business, and serve their community, profession and university. He was also chosen as the commencement speaker for the 2013 College of Human Ecology commencement ceremony.
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.
Marc was chosen by KC Magazine as a member of the 2010 class of 'Rising Stars.'
He was also named a "Five Star Wealth Professional" by KC Business for 2015.
Marc Shaffer is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning
We are passionate about viewing our clients' wealth from their perspective, to help them achieve success on their terms, where they stand.
Our advisors are located in Kansas City, Naples and Phoenix.
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.
Our clients choose us because...
- We ask questions and take the time to understand your perspective on wealth and life.
- We help your family marry your values with your money so you can make better decisions.
- We educate your family on the true value of their wealth and how to leverage it for living better lives.
- We show your business how to develop employee loyalty through thoughtful retirement programs.
- We introduce and collaborate with other expert advisors when needed.
- We are available, when you need us and how you need us. We stand where you stand.
Who We Help
We serve successful individuals and families, business owners and retirement plan sponsors. Each client has their own needs, desires, roadblocks, and big picture goals. What they have in common is a desire to do the best for themselves and those around them – this could mean their family, their employees or their community. We help address the financial needs so our clients can spend their limited time nurturing relationships and exploring passions.
We have a compassionate understanding for the needs of our clients and spend time walking them through any specific concerns they may have.
Over the years, we have developed vast experience helping the following unique groups:
How We Do It
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
Marc Shaffer is a NAPFA-Registered Financial Advisor
The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
Marc Shaffer is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification
CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
Marc Shaffer is a member of The Financial Planning Association® (FPA®)
FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.
Contact Marc Shaffer
12980 Foster St
Overland Park, KS 66213