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.
On September 11th of this year, I experienced several unconnected situations that required me to check in on my priorities and how they gel...
Read More >
When and how you apportion your retirement plan and employee benefits between you and your divorcing spouse is an essential family financial...
Read More >
Tax Rates OverviewUnder our current tax code, The Tax Act of 1986, as amended to date, the...
Read More >
Recently reflecting on some of cinema’s greatest intellectual quotations, I was reminded of movie Detective James Carter’s infamous query in...
Read More >
Summer is upon us and in full swing. While you (hopefully) have some well-deserved time off, take the necessary steps to get your financial...
Read More >
It is no secret that college costs have been increasing faster than the rate of inflation for several decades. According to College Board’s “...
Read More >
Without the proper perspective you can be your own worst enemy when it comes to financial planning. Finance-related behavior is often...
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 >
With mortgage rates at historic lows, many home owners are refinancing mortgages. But for many, this seems to be an impossible task. There are...
Read More >
One of the top New Year’s resolutions many people make is to get their finances in order. Unfortunately, like so many resolutions, the weeks go...
Read More >
