Marc C. Shaffer,  CFP<sup>&reg;</sup> - Financial Advisor

Marc C. Shaffer, CFP®

AIF®, EA

CERTIFIED FINANCIAL PLANNER™ Professional, CFO

Searcy Financial Services, Inc.

12980 Foster St, Ste 160
Overland Park, KS 66213
FINANCIAL ADVISOR'S WEBSITE
(913) 814-3800 CONNECT WITH Marc
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General

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.

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.® Our advisors are located in Kansas City, Naples and Peoria. 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.

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Financial Advisor Experience

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.

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.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - Enrolled Agent, NAPFA

Insurance Licenses

  • Life insurance
  • Health/disability insurance

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Buying a Home, Career Change, Asset Allocation, Estate Planning, Investment Management, Getting Divorced, Irregular Income, Getting Married, Real Estate, Insurance, Job Loss, Retirement, Stocks & Bonds, Life Planning, Long-term Care, Starting a Family, Succession Planning, Sudden Wealth, Men's Finances, Special Needs, Personal Taxes, Women's Finances

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Helpful Financial Planning Resources