Michael S.
Founder & President of Sears Wealth Management & Insurance Solutions | 32+ Years in Financial Services | | Author | Helping Clients Reduce Taxes, Increase Income, and Preserve Assets
- Role
- Investment Adviser Representative at Ae Wealth Management
- Location
- Rancho Cucamonga, CA, US
- LinkedIn followers
- 500 followers
Experience
Investment Adviser Representative
Feb 2017 — Present · Rancho Cucamonga, CA, US
If you speak with an insurance agent, no matter your problem, the only solutions in their licensed tool belt are life insurance or annuities.By representing a total wealth network specific to clients at and near retirement, we have an infinite range of solutions available to help cover your sophisticated financial needs at this stage of life.At Sears Wealth Management & Insurance Solutions, we are not product salesmen, but rather financial planners, problem solvers, and partners to our clients to help find and implement the best overall solutions for their retirement needs.Your interests are our interests, and with the fiduciary standards our advisors have elected to uphold, we will always put you and your family first.Below are a few of the frequent needs and concerns we help our clients address:Income PlanningReducing income taxesIRA/401(K) RolloversProtecting assets from a healthcare crisisCost/Risk Analysis of market investmentsConservative growth opportunities for “lazy cash”Low fee investment optionsPreserving estate from taxes and probate feesMaximizing Social SecurityProtecting family from costly final expenseFinancial gifting & legacy planningInvestment advisory services offered only by duly registered individuals through AE Wealth Management, LLC (AEWM). AEWM and Sears Wealth Management & Insurance Solutions are not affiliated companies. CA Lic #0L72568
Education
Brigham Young University
Bachelor of Science (B.S.), Human Resource Development and Communications
1984 — 1987
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