Dr. James L Flanagan has been helping people create wealth and reduce taxes for over 35 years.  Jim is no stranger to hard work and brings this steadfast work ethic to all that he does.

In 2001, building on his 15 years in the financial services field and his knowledge of risk management, retirement planning and estate planning, Jim formed Bentron Financial Group, Inc.

Dedicated to serving people at or near retirement, Bentron specializes in comprehensive, fee-based planning for retirees, corporate executives and business owners. Jim’s experience, knowledge and integrity have attracted numerous longtime clients whom he empowers with regular seminars, market updates, and other insights that help them make informed financial decisions based on their unique and personal situation.

Jim’s strong belief in lifelong learning brought him to Triton College in River Grove, IL, where he authored and has been teaching the retirement planning curriculum since 2008. Dr. Flanagan has been an Adjunct Professor of Gerontology at Concordia University of Chicago since 2017. He has authored and published numerous other articles on financial, estate and business planning matters. His work includes Packing for Retirement, which was published in June 2019.

In 2007, Dr. Flanagan earned his master’s degree in Business Administrations from Dominican University’s Brennan School of Business with a concentration in Finance. In 2016, Jim earned a Master of Arts degree in gerontology from the University of Southern California. In 2019, Jim received a Doctorate in Philosophy (PhD) with a concentration in leadership and Gerontology from Concordia University Chicago.

Investment Expert

Tailored Financial Planning for Your Lifestyle

Contact Dr. James L. Flanagan, PhD

Please take a second and fill out this form as it will give me a better idea of your current investment plan:

    The information provided herein has been obtained from sources believed to be reliable. However, we cannot guarantee or represent that it is accurate, complete or current. Because situations vary, any information provided on this site is not intended to indicate suitability for any particular investor. Hyperlinks are provided as a courtesy and should not be deemed an endorsement. When you link to a third-party website, you are leaving our site and assume total responsibility for your use or activity on the third-party site.

    DISCLOSURES

    Check the background of this firm on FINRA’s BrokerCheck at http://brokercheck.finra.org/

    Registered Representative offering securities and advisory services through Independent Financial Group, LLC, a registered broker-dealer and investment advisor. Member FINRA and SIPC. Bentron Financial Group, Inc. is not affiliated with Independent Financial Group, LLC. OSJ: 12671 High Bluff Dr., Suite 200, San Diego, CA 92130.

    LICENSING INFO

    Licensed to sell life insurance in the following states: CA, CO, IL, IN, IO, KS, MI, MO, NY, NC, ND, OH, SD, TX, UT, VA, WI

    Licensed to sell securities in the following states: CA, CO, FL, IL, IN, MD, ME, MI, MN, MO, NC, NJ, NY, OH, TX, WA, WI