Helping Educators Plan With Confidence
We specialize in retirement planning for K–12 teachers, school staff, and administrators who are starting to think seriously about retirement. Most of our clients are wondering the same things you might be: When can I retire? Am I saving enough? Is my money invested the right way for where I want to go? What am I not thinking about? These are thoughtful questions; you don’t need to answer them alone. You just need someone who will listen, explain things clearly, and give you a realistic and personalized plan, and that’s what we’re here for
Business Owners
You've built something meaningful, now it's time to plan your transition. We help business owners create exit strategies and convert business wealth into retirement security.
K-12 Teachers & School Staff
You've dedicated your career to educating others. We help you understand your pension, maximize your benefits, and plan for the retirement you deserve.
Administrators
As an education leader, your compensation and retirement needs are more complex. We provide clarity and strategies tailored to your unique situation.
Who We are
Hi, I'm John Bannan, Founder of Bannan Financial Group. For more than 30 years, I've helped people understand their finances and plan for their future. I spent years at large financial firms, but what really pushed me to start my own practice was watching hardworking people from teachers to police officers and other public employees left to navigate pensions, 403(b) or 457(B) plans, and retirement decisions on their own, with no one translating the jargon into plain English. That never sat right with me.
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