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"An investment in knowledge pays the best interest."

- Ben Franklin

Meet your Consultant Stephanie

At aMoreSecureFuture........

We are always listening, mindful of the your hopes and dreams.  Working with you directly or thru your financial professional, we provide a
holistic approach with the goal of protecting your assets, income and lifestyle through Insurance strategies/Living Benefits as part of the broader solution.

With 25 years combined: 
Long Term Care, Short Term Care and Living Benefits
*Designing Long Term Care plans for those who want to protect their assets, income and lifestyles.
*Using an independent suite of top tier carriers fulfilling a variety of underwriting needs and plan options.
*Featuring hybrid asset based plans; Pension protection Act for annuities; short term at home care.
*Special training for specific market solutions - Women, LGBTQ, Seniors/retirement, Young Professionals.
*Financial acumen for navigating sophisticated portfolios.

Past SEC 7/65 and 22 licenses 
*as a stock broker 
*managed/fee based portfolio
*laddered bond portfolios
*VP Client Services
*Fund of Fund alternative investment;


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Stephanie Searle CLTC
Living Benefits Consultant

Providing now for a safer more secure future
Helping safeguard your retirement

650-346-3449 mobile/text

CA #0D87711