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Sears Wealth Management & Insurance Solutions

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Rancho Cucamonga, CA
Sears Wealth Management & Insurance Solutions

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We are a full-service financial firm providing proactive advice and investment management.

10/31/2026

🐶 Wishing you a paws-itively Happy Halloween!

10/26/2026

💡 One of the best money lessons Mike ever learned...

10/23/2026

With all the government spending taking place, it's fair to ask: who's going to pay the bill?

While nobody knows what future tax rates will be, understanding strategies like Roth IRAs and Roth conversions may help create greater tax diversification and flexibility in retirement.

The goal isn't to predict the future. It's to be prepared for different outcomes.

For educational purposes only. This information should not be considered tax, legal, or investment advice. Consult your tax professional regarding your individual situation.

10/21/2026

One of the biggest threats to a retirement plan isn't market volatility, it's unexpected healthcare costs.

Before age 65, how will you handle health insurance?

Once Medicare becomes available, do you understand the options available to you?

And have you considered the potential impact of long-term care expenses?

Healthcare planning is a critical component of retirement planning and deserves the same attention as income, investments, and taxes.

For educational purposes only. Individual circumstances vary. Consult qualified professionals regarding your specific situation.

10/19/2026

When evaluating pension options, it's important to look beyond the monthly payment and understand the details of each election.

Different options may have different payout structures, survivor benefit provisions, and other features. Taking the time to review your choices can help you select the option that best aligns with your retirement goals and personal circumstances.

For educational purposes only. Not investment, tax, legal, or accounting advice. Consult appropriate professionals regarding your individual situation.

10/18/2026

Happy Birthday, Seth! So thankful to have you on our team and for everything you do for our clients. Hope you have an awesome day!

10/16/2026

How much risk do you actually need to take with your investments? 🤔

To answer that, it helps to know what you’re investing for.
When you have a clearer idea of how much income you’ll need in retirement, you have a target to build your financial plan around.

From there, you can make more intentional decisions about your investments and the amount of risk that may be appropriate for your goals.

Because the goal isn’t to take the most risk.

It’s to take the right amount of risk for the retirement you’re working toward.

Know your retirement income number.

Build your plan.

Invest with purpose.

10/14/2026

A lot of people think financial planning starts with investing.

It actually starts with the basics: having cash available for emergencies and protection in place for life’s unexpected events.

Once that foundation is built, it’s time to climb the retirement mountain, accumulating along the way and creating income for the years ahead.

10/12/2026

One simple question.

Would you be okay watching your life insurance go from $500,000 to $0?

Most people focus on building assets for retirement.

Few stop to ask what happens to their life insurance coverage.

It's a question worth asking before retirement, not after.

10/07/2026

The journey from “one more year” to “why is Costco so busy on a Tuesday?” 😆

Address

12487 North Main Street, Suite 240
Rancho Cucamonga, CA
91739

Opening Hours

Monday	9am - 5pm
Tuesday	9am - 5pm
Wednesday	9am - 5pm
Thursday	9am - 5pm
Friday	9am - 5pm

Telephone

+19093300074

Website

http://searswealth.com/

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