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You’ve worked a lifetime to get to this point.

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“Retirement Planning Kit”

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You’ve worked. You’ve planned. You’ve saved. Now what?

Making the transition from working to retirement isn’t always as straightforward as it sounds. There are a lot of things to think through and plan for, such as:

  • Do I have enough money to last through my retirement?
  • What if I need to use my retirement savings because of an unexpected illness or unplanned home expense?
  • How can I make sure I can take enough out of my savings each year to continue my current lifestyle, but not so much that I’ll run out of money?
  • Will I still be able to take my annual vacation?
  • Will I be able to leave anything to my grandchildren?
  • When should I start taking Social Security?
  • What should I do about increasing taxes and inflation?

At Senior Planning, helping you identify and work toward your financial goals is our top priority. We can help you think through the “what-ifs” and develop a strategy designed to keep you on track to financial independence.

As you prepare for retirement — and what should be some of the best years of your life — you deserve to have a confident, independent retirement that includes a steady and reliable stream of income that will last as long as you do.

We can help.

Contact us at 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 financial 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



unique financial approach

We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC (AEWM). AEWM and Senior Planning are not affiliated companies.

Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.

The National Ethics Association (NEA) is a paid membership organization. All NEA Background-Checked members have successfully passed the annual seven-year background checks for criminal, civil, and business violations in order to meet the membership standards. However, the association provides no guaranteed assurance or warranty of the character or competence of its members. Always make financial decisions on the basis of your own due diligence.

*Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.

The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual's situation. AW06183588