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John Christopher Fales, AIF®, CIMA®, CFP®
Searcy Financial

Tel: 913-814-3800
12980 Foster Street, Suite 160
Overland Park, KS 66213

About John Christopher Fales

As a CERTIFIED FINANCIAL PLANNER" professional, I specialize in serving clients who lack the time or desire to keep up with a quickly evolving market by managing and monitoring their financial plan and investments to ensure these tools are working to help clients realize their goals. As a Certified Investment Management Analyst®, I oversee qualitative and quantitative analysis related to the management of clients' investment portfolios as well as serve as a member of our Investment Team which manages asset allocation and security selection decisions.


About Searcy Financial

We are a fee-only firm passionate about viewing our clients' wealth from their perspective, to help them achieve success on their terms, where they stand. 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 then we've accomplished something worthwhile.

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General Information

Name of Custodial Firm:   TD Ameritrade
Work with the following types of clients:   Individual Investors, Other
Advisory Services Provided:   401K Rollovers, Retirement Planning, Portfolio Management, Financial Planning, Estate Planning & Trusts, Financial Advice & Consulting, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Individuals, Investment Advice & Management

Services

Can meet clients in the following ways:   Via Email, Via Phone, Video Conference, Your Home

Compensation and Fees

Compensation Methods:   Hourly, Based on Assets, Flat Fee

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