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Complimentary Report

Learn 10 important variables to consider as you create a sound retirement income strategy for the days ahead.

Are you uncertain about your financial future? Regardless of the direction the stock market and interest rates take, it's vital to have a relationship with a trusted advisor who you can count on.


Do you have a CERTIFIED FINANCIAL PLANNER™ that consistently delivers above and beyond your expectations?

Teresa Bear helps create sound retirement income and investment strategies for people in or nearing retirement, so that they can have the financial security and independence they deserve.

Planning Areas Include: Pre-Retirement & Retirement Planning, Income Planning, Social Security Strategies, Tax Planning, IRA & 401(k) Rollovers, Wealth Accumulation & Investments, Life Insurance, Annuities, Long-Term Care, Transition Planning (due to Job Change, Job Loss, Retirement or Moving to Arizona).



Meet Teresa Bear

Teresa Bear, CFPTM, CPA, is an advisor and local investment columnist in the Phoenix Metro Area. Independently acclaimed for her work in Arizona, Teresa also received national recognition as Best Selling Amazon Author of the book “She Retired Happily Ever After”.
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Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements. Investment Advisory Services offered through Brookstone Capital Management, LLC, a SEC Registered Investment Advisor.

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The 10 Things to Know About Planning Your Retirement Income Report is provided for informational purposes only. It is not intended to provide tax or legal advice. By requesting this report you may be provided with information regarding the purchase of insurance and investment products in the future.

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