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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.

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