Check out this 6-page instant download for the key financial challenges that can make — or break — your income plan in retirement:Meet the Team
The team behind *Secure Financial Solutions is made up of qualified financial professionals who are passionate about helping individuals and families achieve their ideal retirements.
David J. Sears Owner/Manager of *Secure Financial Solutions Group, LLC
Investment Adviser Representative
David Sears has a passion for helping families develop strategies designed to preserve their assets, increase their income and reduce their income taxes.
When David’s parents passed away in 1995, he was left as the sole executor of their estate. During this time, he discovered the power, benefit and confidence provided by legacy and retirement planning — and immediately wanted to share it with other people experiencing a similar situation. In 2003, David opened his own firm focusing on helping individuals evaluate their investment goals, retirement needs and legacy planning services.
David has passed the Series 65 securities exam and holds an insurance license in the state of Arizona.
In his free time, David enjoys playing racquetball, entertaining guests and exploring new restaurants in the Scottsdale and Phoenix area. David also loves spending time with his wife, Jodie, of more than 40 years, and his three children and grandson.
*Secure Financial Solutions Group, LLC., is our name and does not promise or guarantee Investment results or preservation of principal.
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For more information about any of the products and services listed here, schedule a meeting today or register to attend a seminar.
