Special Facebook Guest James Bear

Financial planning as a career found Jim Bear somewhat accidentally about 20 years ago. A family member was financially hurt based on poor investment advice. That event made financial planning Jim’s career choice. Today, Jim focuses his efforts on people over 60 years of age—their need for income, safety, and reduced taxes and risk. He works with those on social security; those who need income; and many who need to convert their home sale to monthly income to pay for their senior living. Today’s financial marketplace is complex. Jim helps people find ways to keep investments growing, in spite of the current stock market and CD rates. Your first meeting with Jim is simple. Jim listens while you talk about your concerns and needs to help him discover the fit between your concerns and his expertise. A second meeting with Jim includes options that will help you choose the best decision for you. Jim enjoys a family lifestyle with Janine (his wife of 20 years) and their four teenage children: Julia, Erik, Audra, and Alex. They are active in their church where Jim is an elder and musical director. Jim Bear, president and founder of J. Alan Financial in Maple Grove, Minn., is a Safe Money Advisor™, focusing on clients who are nearing — or have entered — retirement, and who want to reduce their taxes and their risks. Contact Jim at 763.657.1828 or jim@safemoneymn.com. You can also visit his website at www.safemoneymn.com.