• Request a no-obligation meeting today to discuss your financial future and the possible role of insurance and investments in your financial strategy!
    Phone: (480) 503-0050 / teresa@teresabear.com / Mesa and Chandler Locations

    Complimentary Report

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

    Teresa Bear | Mesa, AZ Retirement Income Planning

    Mesa, AZ Retirement Income Planning | Teresa Bear

    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”.
    learn more about Teresa
    Teresa’s Tips
    » Library
    » Special Reports
    » Weekly Updates
    » Videos

    » View our calendar of upcoming events. We invite all clients, referrals and visitors to attend our events. Register Now!
    Investment advisory services offered through Brookstone Capital Management, LLC (BCM), a registered investment advisor. BCM and Teresa Bear LLC are independent of each other. Insurance products and services are not offered through BCM but are offered and sold through individually licensed and appointed agents.

    *Guarantees provided by insurance products are backed by the claims paying ability of the issuing carrier and may be subject to restrictions, limitations or early withdrawal fees. Annuities are not FDIC insured.

    This website is limited to the dissemination of general information pertaining to its investment advisory, tax and insurance services. Accordingly, the publication of this website should not be construed by any consumer and/or prospective client as providing accounting, legal, insurance, investment, or other professional services for compensation, over the Internet. You must seek competent, professional representation for your personal situation.

    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.

    Privacy Policy | Terms of Use