Meet the professionals who can help you Pursue Your Goals

We guide individuals and families toward their ideal retirements.

Meet The Team

J. Alan Financial’s mission is to help individuals enter retirement and stay retired. Our primary focus is to help reduce income taxes on retirement assets and helping to reduce risk.


Jim Bear Investment Adviser Representative

Jim Bear has a passion for helping people and is dedicated to offering clients an array of strategies, products and services that fit their needs.

An Investment Adviser Representative, Jim has more than 20 years’ experience in the insurance and annuity industry. He holds insurance licenses in Minnesota, Wisconsin, Iowa and Arizona.

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.


Christy Albrecht Client Relations Director

Bio coming soon!

Ready to Take The Next Step?

For more information about any of our products and services, schedule a meeting today or register to attend a seminar.

Or give us a call at 763.657.1828.