James L. Flanagan PHD, MBA, CEP, RFC

Speciality:
Financial Gerontologist

Dr. James L. Flanagan has been helping people create wealth and reduce taxes for over 30 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, financial planning, and business succession 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 adjustments based on their unique and dynamic 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- A Practical Guide to Prepare for Retirement at Any Age , which was published in June of 2019.

In 2007, Dr. Flanagan earned his Master’s Degree in Business Administration 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.

Jim’s extensive practical business experience in other realms has led to engagements as a business consult-ant and as a marketing-and-sales advisor.

Over the years, the father of three has become increasingly involved in serving others, particularly seniors, in his community. In 2005 he joined the Oak Park/River Forest Township Senior Services Committee, for which he has served as chairman since 2008. And in 2010, Jim founded the Celebrating Seniors Coalition, a not-for-profit organization dedicated to serving older adults in Forest Park, Oak Park, and River Forest.