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We’re independent, so we can help you develop your custom financial strategy from a wide array of products, services and approaches. We can help meet your specific financial needs, no matter how close you are to retirement.
Insurance products are offered through the insurance business World Class Retirement Group, Inc. DBA Sears Wealth Management & Insurance Solutions (WCRG/SWMIS). WCRG/SWMIS is also an Investment Advisory Practice that offers products and services through AE Wealth Management (AEWM), a Registered Investment Advisor. AEWM does not offer insurance products. The insurance products offered by WCRG/SWMIS are not subject to investment Advisor Requirements. California Insurance License #0L72568
Neither the firm nor its agents representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions.