Skip to main content
Searer Planning and Investments
menu
  • Home
  • About
    • Our Story
    • Our Philosophy
    • Our Process
    • Our Team
    • Who We Serve
  • Services
    • Comprehensive Wealth Management
    • Investment Management
      • Investment Allocation and Management
      • Advanced Tools
      • Charitable Giving Optimization
      • Tax Return Review
      • Withdrawal Strategies
    • Financial Planning
      • Financial Coaching
      • A La Carte Services
      • Retirement Planning
      • Estate Planning / Family Meetings
  • Resources
    • Blogs
    • Financial Calculators
    • Useful Links
  • Client Portal
    • LPL Account Login
    • eMoney Login
  • FAQs
  • Contact

Resources

 

Blog

 

Financial Calculators

 

Useful Links

Our fee schedule and pricing:

Download

Offices

Illinois (Professional Wealth Advisors) Office:

2655 Warrenville Road,
Suite 175,
Downers Grove, IL  60515

North Carolina Home Office:

Boomer, NC  28606

Arizona Home Office:

Scottsdale, AZ  85254

Contact Info

Contact Ben

P | 630-786-2391
E | ben.searer@lpl.com

Contact John

P | 630-912-8850
E | john.searer@lpl.com

Follow Us

   

Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

LPL Financial Form CRS

© 2024 Searer Planning and Investments All rights reserved.