James H. Lannan

Financial Advisor

Contact Me
James H. Lannan

MY MISSION STATEMENT

Retirement, Business Succession,
Estate & Charitable Gift Planning

We transition your life’s savings into a plan that manages your family’s assets and multi-generational financial goals.

My Story and Services

Welcome


Business, Retirement, Estate

& Charitable Gift Planning

As you can see your retirement date on the horizon, now is the time to start thinking differently about planning. Whether you are an individual with significant assets in your company's retirement & executive compensation plan, or a business owner whose primary assets are directly connected to the valuation of your company, we have the skills, knowledge and experience to help you successfully transition into retirement.

    ● Retirement Transition Planning
    ● Executive Financial Services
    ● Global Stock Plan Services
    ● Business Succession Planning

While most financial advisors offer Retirement & Business Planning services, in general, we are among the select few who help corporate professionals and business owners like you, exclusively.


Take the Next Steps to Success

If your retirement date is within 10 years from now, the decisions you make today are vital to your ability to retire both when you prefer, and how you envision.

To get started, please call us today at (952) 841-6454. We look forward to working with you soon.

Best regards,

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James H. Lannan
Financial Advisor

Access to Private Banking >

Services Include

  • Retirement Planning
  • Business Succession Planning
  • Asset Management
  • Professional Portfolio Management
  • Estate Planning Strategies
  • Trust Services*
  • Philanthropic Services
  • Endowments and Foundations
  • Stock Option Plans
  • Stock Purchase Plans
  • 401(k) Rollovers
  • Municipal Bonds
  • Corporate Retirement Plans

Securities Agent: CA, CO, CT, FL, IA, MN, ND, NM, NY, SD, VA, WI; General Securities Representative; Investment Advisor Representative; Managed Futures


Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck.

Working With You

Working With You

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Location

Location

  • 8300 Norman Center Dr Ste 1150
  • Bloomington, MN 55437


    Retirement

    Working with you to understand your life goals and develop a truly personalized wealth strategy.  Today and for the years to come.

    • 401(k) Rollovers
    • IRA Plans
    • Retirement income strategies
    • Annuities

    Business Planning

    Partnering with you on key aspects of your business such as ownership, liquidity and developing opportunities.

    • Succession Planning
    • Business Planning
    • Retirement Plan Sponsors
    • Corporate Pension Funds

    Philanthropy

    Making sure your philanthropic dollars are managed with the same best-in-class service as the rest of your wealth.

    • Endowments
    • Foundations
    • Donor Advised Funds
    • Impact Investing

    Ready to start a conversation? Contact James H. Lannan today.

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