Senior Planning
Senior Planning
Senior Planning


Welcome to Senior Planning



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.

To schedule a time to discuss your retirement future, contact us at james@seniorplanning.biz or call us at 877-863-2057.