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    Complimentary Report

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

    PHOENIX AZ 401(K) Rollover Investments and IRA Arizona


    AZ 401(K) Rollover Investments and IRA Investment Help

    In attempting to avoid large losses, we follow strategies that focus on minimizing risk. We believe that it’s critical to defend against the devastating impact large drawdowns can have on the long-term growth of an investment portfolio. We therefore develop and implement investment strategies specifically geared toward our client’s unique investment goals as well as their tolerance for risk.

    Teresa Bear can help you determine a strategy appropriate for your financial situation. Contact us today at 480-503-0050 or teresa@teresabear.com to find out more.



    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.

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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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