You know your financial situation better than anyone, and are invested in its health and outcome as it carries you through your working years into retirement. As an advisory firm with more than four decades of experience, we have seen the benefit of encouraging individuals to establish their own financial goals to suit their needs and showing them how making adjustments in their spending, savings, and investments can work toward reaching their goals. With Retire Logix, you have the freedom to adjust financial scenarios, seeing first-hand how small changes might make big benefits to your financial health.
Privacy Statement & Legal Terms
Searcy Financial Services, Inc. (Searcy) is an SEC registered investment advisor. A copy of Searcy’s current written disclosure statements is available upon request. To the extent that any client or prospective client utilizes this app, the client and/or prospective client acknowledges and understands that the information resulting from the use of the app is not, and should not be construed, in any manner whatsoever, as the receipt of, or a substitute for, personalized individual advice from Searcy, or from any other investment professional. Assumptions about inflation, tax rates, and rates of return are not guaranteed and changes over time may impact projections. Different types of investments involve varying degrees of risk. Past performance may not be indicative of future results. Each user, as a condition precedent to the use of this app, agrees to release and hold harmless Searcy, its officers, directors, owners and employees from any adverse consequences resulting from any of user’s actions or omissions which are independent of his/her/its receipt of personalized individual advice from Searcy.
About Searcy Financial Services, Inc:
We are an independent financial planning and investment management firm located in Overland Park, Kansas, partnering with our clients to help them reach the financial goals they have set for their lives. We believe every individual should have the opportunity to become financially free, and we are dedicated to providing tools necessary for this to happen.
Seeking Expert Help?:
Did you know that individuals who practice “do it yourself” investment management are nearly 70 percent more likely to NOT have a financial plan for retirement savings and income? Don’t get caught at the end of your employment years unsure about your financial future and unaware of how to produce income during retirement. Retire Logix can help you get started on your path toward financial freedom. However, if you lack the time or resources to personally manage your investments and financial planning or would like to speak with a Certified Financial Planner® practitioner to make sure you’re on the right track, our team is available to assist you.
Rebranding with new logo
- Envestnet Asset Management, Inc.
- 8.6 MB
Requires iOS 6.0 or later. Compatible with iPhone, iPad, and iPod touch.
- Age Rating
- Rated 4+
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With Family Sharing set up, up to six family members can use this app.