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At Senior Planning, our sole focus is YOU.

James Sears offers his clients the benefit of his 30-plus years of experience in financial services and planning. Keeping in mind a steadfast philosophy of safety and protection of his clients’ 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 has passed his Series 65 securities exam and is an Investment Adviser 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 or call at 877-863-2057.
Complimentary Guide
"Retirement Planning Kit”
This helpful retirement kit includes three guides that address topics you should consider when planning your retirement.

This helpful retirement kit includes three guides that address topics you should consider when planning your retirement.
Learn More
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