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We help create retirement income strategies for people in or nearing retirement so their retirement income lasts as long as they do.

Complimentary Report

“10 Things to Know About Retirement Income”

Discover the 10 things you’ll need to consider in creating your retirement strategy with our report.
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We proudly serve northern Alabama and southern Tennessee.

If you're retired or nearing retirement, you have found the right place for financial planning and advice. Since 1992, James Sears has worked exclusively with retirees and seniors who wish to preserve, protect, grow and enjoy their financial assets. James believes that safety and the minimization of risk are the keys to a secure retirement whether assets are needed for income or estate growth.

Senior Planning provides comprehensive financial services, plans and products especially designed for today’s retirees and “boomers”. Principally serving north Alabama and southern Tennessee, we have developed our business by reaching out, nurturing and maintaining close, trusting relationships with each of our clients.

We understand how important it is for you to be able to trust your financial advisor, particularly in the wake of recent, highly publicized corporate failures and investment management misdeeds. Regardless of the direction stock markets and interest rates take in the future, it is important to have a trusted advisor you can count on to give you the straight facts and look after your best financial interests.

That trusted advisor is James Sears and Senior Planning. With over 30 years experience in financial services, he is knowledgeable, responsive and understands your need for integrity and transparency.

Contact us at james@seniorplanning.biz or call us at 877-863-2057 to schedule a time to discuss your financial situation and the potential role of insurance or investments in your financial strategy.

To develop a financial strategy for your future, it’s important for your financi al professional to see a complete, 360-degree view of your financial picture, including how your retirement assets are integrated and work with one another.
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James Sears offers his clients the benefit of his 30+ years of experience in financial services and planning. He specializes in working with the unique issues and concerns of today’s retirees.
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Constantly keeping you in the know. View our resources page to stay updated on the latest financial news and media.
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Why We’re Different

CUSTOM FIT SOLUTIONS

PERSONAL SERVICES

unique financial approach

Investment Advisory Services offered through Global Financial Private Capital, LLC, an SEC Registered Investment Adviser

*Guarantees provided by insurance products are backed by the claims paying ability of the issuing carrier.

The 10 Things to Know About Planning Your Retirement Income Report is provided for informational purposes only. It is not intended to provide tax or legal advice. By requesting this report you may be provided with information regarding the purchase of insurance and investment products in the future.