J. Alan Financial

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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.

Investing involves risk, including the potential loss of principal. Any references to protection benefits, safety, security, lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity product guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Please remember that converting an employer plan account to a Roth IRA is a taxable event. Increased taxable income from the Roth IRA conversion may have several consequences including (but not limited to) a need for additional tax withholding or estimated tax payments, the loss of certain tax deductions and credits, and higher taxes on Social Security benefits and higher Medicare premiums. Be sure to consult with a qualified tax advisor before making any decisions regarding your IRA. Our firm is not affiliated with or endorsed by the U.S. Government or any governmental agency. Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions. J. Alan Financial is an independent financial services firm that utilizes a variety of investment and insurance products. Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC (AEWM). AEWM and J. Alan Financial are not affiliated companies. 1258331 - 03/22

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