Bear market financial services help families avoid retirement crisis


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Plymouth, Minnesota–(Newsfile Corp. – June 17, 2022) – Bear Market Financial Services is a Minnesota-based retirement and financial services company launched in 2021. Since its inception, the company has met with current and potential retirees to help navigate the current retirement landscape. Bear Market Financial Services understands that there is no one size fits all retirement solution and helps clients assess their retirement strategy and build a secure nest egg to achieve their retirement goals.

Owner and President Curtis James founded Bear Market Financial Services in 2021. James entered the financial services industry due to a retirement financial crisis his own family had endured. “I got into financial services because of my parents,” says James. “They were due to retire during the worst financial period in our country’s history in 2007. In 213 days my parents lost 54% of their retirement nest egg and on Monday October 13 my father was forced to back to I’ve seen with my own eyes the damage that poorly executed retirement planning can do to a family What were supposed to be the happiest years of my parents’ lives quickly became their biggest nightmare .

Wanting to prevent this same crisis from gripping other families, James started Bear Financial Services with the goal of educating families, protecting their hard-earned nest eggs, and creating retirement strategies that were built to last. Clients can schedule an appointment with Bear Market Financial Services to determine where they are in their retirement phase, assess their current retirement strategy, discuss long-term retirement goals, address any concerns they may have and break it down in a few simple steps. it will work for them. The company’s three-step approach aims to help current retirees, those considering early retirement and late retirees who are an often overlooked group.

It can be difficult to answer some questions, such as “How prepared are you for unexpected life events?” or “What is your financial risk tolerance?” – but Bear Market Financial Services believes these are some of the most important questions to ask as they help build a stronger client portfolio. Bear Market Financial Services facilitates the process by offering a 60-minute no-obligation retirement consultation to better understand their clients and review their current strategies.

One-on-one meetings aren’t the only way to learn more about their services, the company also hosts live educational events in the Minneapolis metro to educate the community about the retirement landscape. Although there are six in total prepared for the month of June, Bear Market Financial Services runs these events every two weeks and has over 60 planned for 2022.

Bear Market Financial Services, LLC is a Minnesota-based financial services company. CEO and Chairman Curtis James has over ten years of experience in the financial industry and is a licensed insurance producer. To learn more about bear market financial services, please visit contact:

Bear Market Financial Services
2 Carlson Drive North, Suite 220
Plymouth, Minnesota 55447
[email protected]

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