Request a complementary meeting today to discuss how your financial future and the possible role of insurance and investments in your financial strategy!
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Phone: 877-863-2057 / james@seniorplanning.biz / Visit Us!


Here’s our story. We look forward to hearing yours.


James Sears offers his clients the benefit of his 30+ years of experience in financial services and planning.  Keeping in mind a steadfast philosophy of safety and protection of his client’s savings, James provides advice, financial products and assistance in the development of strategies for growth, income, tax savings and estate transfer.  He specializes in working with the unique issues and concerns of today’s retirees.  James takes pride in helping his clients build financial plans to help them reach their goals and meet their lifetime needs.

With so many investment and insurance products available today, it's important to work with a producer who has specific expertise in investment products, insurance and annuities to tailor plans specifically for the needs of retirees.

James is a graduate of Huntingdon College and his financial services career includes banking, insurance and financial planning.  He is Series 65 Securities Advisor licensed and is an Investment Advisor Representative.   He holds insurance licenses in Alabama and several surrounding states.

He is a member of the National Ethics Bureau and the North Alabama Better Business Bureau.

To schedule a time to discuss your financial goals, needs or concerns, contact us at james@seniorplanning.biz or call at 877-863-2057.

By contacting us, you may be offered information regarding the purchase of insurance and investment products.

Complimentary Guide
"10 Things to Know About Retirement Income”
Discover the 10 things you’ll need to consider in creating your retirement strategy.

To develop a financial strategy for your future, it’s important for your financi al 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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Investment Advisory Services offered through Global Financial Private Capital, LLC, an SEC Registered Investment Adviser

*Guarantees provided by insurance products are backed by the claims paying ability of the issuing carrier.

The 10 Things to Know About Planning Your Retirement Income Report is provided for informational purposes only. It is not intended to provide tax or legal advice. By requesting this report you may be provided with information regarding the purchase of insurance and investment products in the future.