J. Alan Financial


7219 Forestview Lane
Maple Grove, Minnesota 55369

  • Specialties:
  • check Retirement Income Strategies
  • check Asset Protection Strategies
  • check Long-Term Care Strategies
About J. Alan Financial

At J. Alan Financial, we believe everyone should be able to live the retirement they’ve always wanted. Our team of professionals can help you create a well-thought-out strategy, using a variety of investments and insurance products and services, to help you address your financial needs and concerns.

We offer services to help you grow, to prepare for retirement by putting your hard-earned assets to work with retirement income strategies, wealth management, annuities, investments, and IRA/401(k) rollovers. We help you preserve to protect your assets that can help you live the retirement you've always imagined with asset protection strategies , life insurance, tax-efficient strategies, and long-term care strategies. We also help you give to the people and causes you care about the most with IRA legacy planning. 

Jim Bear is an investment adviser representative who has a passion for helping people and is dedicated to offering clients an array of strategies, products and services that fit their needs. Jim has more than 20 years’ experience in the insurance and annuity industry. He holds insurance licenses in Minnesota, Wisconsin, Iowa and Arizona.

Back to Resources