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    Request a no-obligation meeting today with Jim Bear to discuss your financial future and the possible role of insurance and investments in your financial strategy!
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    Complimentary Report
    Learn the major retirement factors to consider in this complimentary report, "The Social Security Decisions."

    • Our mission is to help individuals enter retirement and stay retired.

    Our primary focus is reducing income taxes on retirement assests and helping to reduce risk.

    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. 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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    upcoming events
    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.
    Register for a complimentary seminar

    We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client.

    Contact us at 763-657-1828 to schedule a time to discuss your financial situation and the potential role of insurance or investments in your financial strategy.

    We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.

    Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC (AEWM). AEWM and J. Alan Financial are not affiliated companies.

    J. Alan Financial is not affiliated with the US government or any governmental agency.

    Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.

    *Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.

    The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual's situation.

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