Our Promise

Financial management is a life-long process. Sears Group, Inc. offers the expertise and services you need to build and protect your financial foundation through every stage of life.

The Sears Group team offers a wide variety of financial products and services under one roof. Through our annual comprehensive financial review, we'll help identify new opportunities to build and protect your wealth. We'll help you adapt to changes in markets and changes in your life. We'll be here, looking out for you.

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Income Protection

Review Future Income Sources and Time-Lines
Discuss Needs and Wants in Retirement
Develop a Written Income Plan
Retirement Asset Analysis
Build Tailored Portfolio

Life and Long-Term Care (LTC) Planning

Analyze Needs for Future Healthcare
Develop a Time-Line to Address Needs
Monitor and Adjust Accordingly
Build Tailored Blueprint

Legacy Planning

Review Current Structure
Wills and Trusts
P.O.A. and M.P.O.A. Structures
Next Gen/Heir Planning
Charitable Planning
Gifting Strategies
Develop Overall Plan
On-Going Review and Adjustment

Asset Management

Risk Profile
Build Tailored Portfolio
Strategy Adjustment

Tax Planning Strategies

Decrease Tax Exposure
Charitable Gifting
Tax Free Income Planning
On-Going Review and Adjustment
Review Tax Returns

Social Security Maximization

Review Current Structure
Discuss Concerns and Goals
Develop a Plan