Financial Advisor Francis Lann

Francis Lann

Financial Services For Federal Employees

Independent Financial Advisor

About Francis



INTRODUCTION

Francis M. Lann is a Investment Advisor Representative and licensed insurance professional with Benefit Planning Inc. (BPI). Francis started with BPI in 2007 and his office is located in Lakewood, Ohio just minutes from downtown Cleveland.  BPI is an organization that specializes in federal benefit planning for Civil Service Retirement System (CSRS) and Federal Employee Retirement System (FERS) employees.  Francis has been providing retirement seminars to Federal agencies for the last eight years and offers financial planning services to his clients. As a result, Francis has dealt with just about every potential retirement scenario within the Federal system.  He knows how to navigate the CSRS and FERS platforms to provide guidance for integrating his client's benefit package into their personal financial plan.

HISTORY

Francis is a native of Ohio; he was raised in Cleveland Heights, attended Cleveland Benedictine High School and earned a bachelor’s degree from Kent State University. His interest in financial planning has been with him throughout his life.  As a first grader he remembers answering the question “What do you want to be when you grow up?” with three specific responses, "The Quarterback for the Green Bay Packers, a stock broker working on Wall Street or an architect".  He admits that being an NFL quarterback may have been a bit of a stretch, but has definitely found a home as a financial planner, a position that has worked out quite well for himself and his clients.

Francis enjoys the strong relationships he builds with each individual client and points to those relationships as paramount to his success.  He says the philosophy that guides his practice can be described with one word, patience. It takes time to build and grow a financial plan, but that investment of time can help his clients reach their financial goals and live a life filled with financial security and peace of mind.

FEDERAL MARKET

Francis has provided educational seminars and training sessions to the following government agencies:  Federal Trade Commission (FTC), Federal Bureau of Investigation (FBI), U.S. Pretrial & Probation Courts, NASA, Equal Employment Opportunity Commissions (EEOC),Social Security Administration (SSA), Drug Enforcement Administration (DEA), Housing and Urban Development (HUD), National Weather Service (NOAA), Army Corps of Engineers, U.S. Marshal Service, Social Security Court of Appeals – Office of Disability Adjudication and Review, and OSHA Department of Labor to name a few.

Benefit Planning Inc. has provided financial advice, financial planning and estate planning services to Federal Employees since 1987. Since joining BPI, Francis has developed an in-depth understanding of the Federal Benefits system, including Thrift Saving Plan (TSP), Social Security Benefits, Federal Employee Group Life Insurance (FEGLI), CSRS/FERS Annuity calculations, CSRS/FERS Survivor Benefits, Sick Leave calculations, Military Buy Backs, CSRS Voluntary Contributions and  CSRS/FERS Deposits and Re-Deposits.

LICENSES HELD

  • Series 6- Registered Representative
  • Series 63- Uniform Securities Agent State Law Examination
  • Series 65- Uniform Investment Adviser Law Examination
  • State of Ohio Licensed Life and Health Insurance Agent
  • Securities Licensed in OH, MI, MO,FL, TX, NC and NY

ACTIVITIES AND INTERESTS

Outside of work, Francis dedicates his time to his family.  Francis, his wife Jessica and their eldest son Jackson just welcomed infant twins Henry and Philip to the Lann family.  Francis admits to not having much time for personal interests besides family, friends and business at this stage in his life.


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Important Investing Information: Not all investments and services mentioned are available in all states. Money Concepts registered representatives are restricted to conduct business only with residents of a state and/or jurisdiction for which they are properly registered. When investing from outside of the United States, you are subject to the securities and tax regulations governing your jurisdiction. Contact us directly for detailed information about investment regulations outside of the United States. Registered Representatives State License Disclosure

Francis Lann is an independent contractor of Money Concepts

note: Benefit Planning, Inc is an independent firm and not affiliated with Money Concepts

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