Francis M. Lann is a Investment Advisor Representative with Money Concepts Capital Corp. 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.

Francis enjoys spending time with his wife Jessica and their four children, Jackson age 10, 8 year-old twins, Henry and Philip and 1 year old Ava. Francis is an avid collector of Cleveland sports memorabilia. He lives in the beautiful city of Lakewood, and enjoys long runs in the neighborhood park, alongside the Lake Erie shore. He feels grateful and blessed for his amazing family and friends and takes every opportunity when he isn’t working to enjoy life!

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

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