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    Phone: (480) 503-0050 / teresa@teresabear.com / Mesa and Chandler Locations
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    Learn 10 important variables to consider as you create a sound retirement income strategy for the days ahead.

    Certified Financial Planner Arizona | Retirement Mesa Chandler

    Arizona Certified Financial Planner| Retirement Mesa Chandler


    Teresa Bear, CPA, CFP®

    e: Teresa@TeresaBear.com
    p: 480.503.0050

    Teresa Bear, specializes in  financial planning and asset preservation for retirees.  Teresa has been seen in USA Today, The Wall Street Journal and Woman's Day magazine.  She has also appeared on ABC, NBC, CBS and Fox.  Teresa is the author of the Amazon bestselling book, "She Retired Happily Ever After". Teresa, a graduate of Iowa’s Graceland University, has an MBA from the University of Kansas. She is a Certified Public Accountant who has been practicing in the area of taxation for over thirty years. Additionally, she is a Certified Financial Planner™ who combines her knowledge of taxes with her expertise in investments. View Full Bio


    Bonnie Swanson, J.D.
    Marketing/Tax Professional

    e: Bonnie@TeresaBear.com
    p: 480.503.0050

    Bonnie Swanson holds a law degree and is licensed to practice in Washington State. Her background and experience in business law/tax are invaluable in assisting our clients. Bonnie received her Bachelor's Degree from Pacific Lutheran University and her Juris Doctorate from Seattle University Law School.  She is a contributing author to "She Retired Happily Ever After".. View Full Bio


    Michele Dressell
    Administrative Assistant

    p: 480-503-0050

    Michele Dressell serves as a receptionist for the Mesa office. Her duties are varied from greeting clients and directing calls to general administrative tasks. Michele really enjoys meeting the diverse group of clients. View Full Bio


    Dorothy Brogan, J.D.
    Attorney

    Dorothy Brogan, a native New Yorker, focuses her practice primarily in the field of Estate Planning. She brings 16 years of experience as an independent attorney with her to assist JC Grason’s clients. Her warm manner and calm presence help to put everyone at ease during the planning process.  View Full Bio


    To schedule a time to discuss your financial future and the possible role of insurance or investments in your financial strategy, contact us at teresa@teresabear.com or call us at 480.503.0050 today!

    By contacting us, you may be offered information regarding the purchase of insurance and investment products.



    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

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    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.

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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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