Michael Searcy (AIFA, CFP®, ChFC®)

Michael Searcy focuses in the
following client markets or areas of practice:

  • Business Owners
  • Estate & Generational Planning Issues
  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management
  • Medical Professionals
  • Special Needs Planning

Planning Specialties

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:

  • Multi-Generational Families
  • Doctors and Medical Professionals
  • Special Needs Families

Additional Information

Our Process

We start by asking the question: Where do you want to be?

This sparks a discussion that helps us uncover what means the most to you and the type of financial plan you need to get the most out of life. It also helps us uncover potential roadblocks and opportunities so we can meet them head on. While each client will experience our rigorously researched and implemented investment strategies, the other pieces of your financial plan are dictated by your choosing. We incorporate areas such as estate planning, college funding, generational wealth transfer, tax management, philanthropy and insurance strategies – all are available if and when you need them.

Don't worry about missing something. We meet regularly to keep up on what's happening in your life. Financial planning is a process, and we will continue to review and recalibrate your plan as your life evolves.

  • Goals & Needs Discovery
  • Obstacles & Opportunities
  • Plan Presentation
  • Plan Agreement & Implementation
  • Review & Recalibration

NAPFA Start Date

February 09, 2016

Visit Website Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
Submit
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

Submit

This Office

4851 Tamiami Trl N Ste 200 Naples, FL 34103-3098 Phone: (239) 777-0018