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    Our Firm

    J Alan Financial's mission is to help individuals enter retirement and stay retired. Our primary focus is reducing income taxes on retirement assets and helping to reduce risk.
    Our firm offers the following products and services: retirement income strategies, wealth accumulation strategies, asset protection strategies, annuities, life insurance, tax efficient 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 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!

    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.
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    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 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.