Integrated Financial Services—Designed to Work Together
At Sears Group, we don't offer isolated products. We provide coordinated financial planning services that support every phase of your journey—from building wealth to protecting your legacy.
Financial Planning That Fits Your Life—Not the Other Way Around
Most financial firms offer products. We offer perspective. Every service we provide is designed to work as part of a larger strategy—one built around your goals, your timeline, and the things that matter most to you.
Whether you need help with one specific area or want a comprehensive plan that ties everything together, we'll meet you where you are and guide you forward with clarity.
Services That Support Every Phase
Each service is designed to work independently or as part of a comprehensive financial plan.
Invest With Clarity, Confidence, and Purpose
Build and manage a diversified portfolio designed around your goals, timeline, and comfort with risk—so your money works toward what matters most.
Protect What You've Built. Create Income You Can Count On.
Protect what you've built and create income you can count on. From life insurance to guaranteed retirement income, we build a strategy that provides security and peace of mind.
Comprehensive Financial Planning That Brings It All Together
Bring clarity to your financial life with comprehensive planning that ties everything together—retirement accounts, Social Security, taxes, and more.
Ensure Your Wishes Are Honored and Your Legacy Protected
Coordinate your accounts, beneficiaries, and estate documents so everything works together and your legacy reflects your intentions.
Services Mapped to Your Phase
Where you are in life shapes which services matter most. Here's how our offerings align with each phase of the financial journey.
Accumulation Phase
Building wealth and preparing for the future. Investment Management and Financial Planning.
Income & Preservation Phase
Creating reliable income and protecting assets. Financial Planning, Insurance & Annuities, and Investing.
Legacy Planning Phase
Ensuring your wealth transfers with intention. Estate Planning, Insurance & Annuities, and Investing.
Local Expertise with Deep Community Roots
We specialize in serving the unique financial needs of professionals and retirees across the east coast. From navigating TSP and military pensions to leveraging Florida’s tax advantages, we understand the local landscape and tailor our strategies accordingly.
Relationship-Driven, Client-First Approach
You’re more than an account number. At Sears Group, we prioritize real relationships—taking the time to understand your values, life story, and goals. We provide guidance that reflects your family dynamics, lifestyle, and long-term vision—not just market trends.
Clarity in a Complex Financial World
Our clients are proactive, informed, and value simplicity—but they’re often overwhelmed by conflicting advice or too many moving parts. We bring order to the chaos with structured, behaviorally sound planning that turns confusion into clarity.
Independent. Fiduciary. Focused on You.
As an independent fiduciary, we’re legally and ethically obligated to act in your best interest—always. You can trust that our recommendations are unbiased, transparent, and aligned with your financial wellbeing, not product sales.
A Partner You Can Trust—At Every Phase
At Sears Group, we don't just manage money—we build lasting relationships grounded in trust, clarity, and purpose. Our clients in St. Petersburg and the greater Tampa Bay area, Virginia Beach and surrounding areas, and nationwide choose us because we take the time to understand their unique situation and provide guidance that reflects their values, not just market trends.
Ready to See How It All Fits Together?
The right combination of services depends on where you are and where you want to go. Schedule a complimentary consultation to talk through your situation and explore how we can help.
