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    Arizona Financial Planning and Investment Help Phoenix AZ


    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. Bonnie's background and experience in business law and tax are invaluable in assisting our clients.

    Bonnie lives in Scottsdale, Arizona, with her husband and sons. In addition to spending time with her family, hobbies include reading, travel, and abstract oil painting.

    Qualifications & Experience

    Bonnie received her Bachelor's Degree from Pacific Lutheran University and her Juris Doctorate from Seattle University Law School in Washington State.

    Her past tax experience includes employment at Boeing (Corporate Tax Division), Deloitte & Touche and at Moss Adams. Bonnie's business law practice included real estate, bank and other creditor representation in addition to facilitating complex multi-million dollar asset sales and Chapter 11 Reorganizations. Bonnie has also owned and operated a commercial real estate consulting and internet marketing company.

    Her expertise in the world of business brokerage was sought out by Phoenix Woman Magazine, to which she contributed two articles: Close the Deal - 7 Steps to Selling Your Small Business  and Changing Hands - Know When and How to Sell Your Business. She is also a contributing author to She Retired Happily Ever After.



    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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    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.

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