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    Our Firm

    J Alan Financial's mission is to help investors enter retirement and stay retired. Our primary focus is reducing income taxes on investments and reducing risk.
    Our firm offers the following products and services: retirement income strategies, wealth accumulation strategies, asset protection, annuities, life insurance, tax minimization strategies, long-term care planning, IRA and 401(k) rollovers, charitable giving strategies, estate planning, and IRA legacy planning.

    Jim Bear

    Jim Bear, an Investment Advisor Representative at J Alan Financial, has more than 20 years’ experience in the insurance and annuity industry. He holds insurance licenses in Minnesota, Wisconsin, Nebraska, Iowa and Arizona and has earned his (Life Underwriter Training Council Fellow) LUTCF designation.

    Jim has been featured in several local publications, including the Star Tribune, Minneapolis/St. Paul Business Journal, Mpls.St.Paul Magazine and Sun News.

    Jim lives in Maple Grove, Minnesota, where his hobbies include being a drummer. He also enjoys supporting his awesome children and is passionate about helping the unemployed get hired.

    To schedule a time to discuss your financial future and the possible role of insurance or investments in your financial strategy, contact us at Jim@EnterRetirement.com or call us at 763-657-1828 today!

    By contacting us, you may be offered information regarding the purchase of insurance and investment products.

    Investment advisory services offered through Global Financial Private Capital, LLC, an SEC Registered Investment Advisor.

    Complimentary Report
    "The Social Security Decisions”
    Learn important variables to consider as you create a sound retirement income strategy for the days ahead.
    It’s important to know how integrating Social Security benefits into your retirement income plan can play a role in your overall financial strategy. Working with a financial professional, including licensed insurance agents, investment advisors, and tax professionals can help you understand how Social Security benefits may fit into your plan for retirement.
  • This guide is for informational purposes only. It is not intended to provide tax or legal advice. By requesting this guide you may be provided with information regarding the purchase of insurance products in the future. Financial professionals are able to provide you with information but not guidance or advice related to Social Security benefits. J Alan Financial is not affiliated with the US government or any governmental agency.

    about j. alan financial
    meet jim bear
    Jim has more than 20 years’ experience in the insurance and annuity industry and has been featured in several local publications, including the Star Tribune, Minneapolis/St. Paul Business Journal, Mpls.St.Paul Magazine and Sun News.
    learn more about jim
    Resources
    We believe in identifying all the critical facts necessary to make a sound financial decision – one that is in your best interest – BEFORE making the decision.
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    We’re committed to helping you make informed decisions about your financial future. View our calendar of upcoming events. We invite all clients, referrals and visitors to attend our events.
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    Investment Advisory Services offered through Global Financial Private Capital, LLC, an SEC Registered Investment Advisor

    *Guarantees provided by insurance products are backed by the claims paying ability of the issuing carrier.

    The Social Security Decisions Report is provided for informational purposes only. It is not intended to provide tax or legal advice. By requesting this report you may be provided with information regarding the purchase of insurance and investment products in the future.