Is it just the two of you? What support is in place to back up Searer Planning and Investments?

We have strategic partners to provide support and foundational infrastructure to both us and our clients. Our accounts are housed at LPL Financial, a Fortune 500 company with a multitude of services and resources for clients and advisors to utilize. In addition, we partner with Professional Wealth Advisors, a group of like-minded advisors utilizing our combined scale to efficiently gain the technology, admin support, and resources we need. The result is that the two of us can focus almost entirely on providing world class service to our clients rather than all the logistics in the background. In addition, the other partner advisors are a top tier fall back plan for our clients should something unexpected happen to both of us.