Teresa Bear

Teresa Bear specializes in retirement planning and asset preservation for retirees and their loved ones. Teresa is the President of JC Grason of Mesa, LLC, which is located in the Phoenix area.

Do you remember how the Fairy Godmother helped Cinderella pursue her dreams? Teresa does the same for her clients. Many investors have the type of financial plan that contains a jumbled mix of CDs, stocks, bonds, mutual funds, and annuities. Teresa strives to transform these assets into beautiful financial plans that perfectly fit each client’s individual needs, whether those needs include ensuring lifetime income, protecting against unnecessary taxation, insuring against disability, or creating a legacy (either for family members or a beloved charity). She specializes in creating the best plan to meet each client’s fondest dreams. However, unlike the transformations in Cinderella, Teresa’s plans aren’t magic and don’t expire at the stroke of midnight. Instead, they are in place as permanent foundations for financial protection, providing freedom from worry.

She has also appeared on the The Patti Gribow Show and has been featured on The Consumer’s Advocate – airing this fall on ABC, NBC, CBS and Fox affiliates nationwide.

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 twenty-five years. Additionally, she is a Certified Financial Planner™ who combines her knowledge of taxes with her expertise in investments.

To learn more about Teresa, find her out online:

Visit her website: http://www.TeresaBear.com

Read her blog: http://www.TeresaBearBlog.com

Read Flat Teresa’s blog: http://www.Travels.FlatTeresa.com

Investment Advisory Services are offered through Brookstone Capital Management, LLC. Brookstone Capital Management, LLC, is not affiliated with JC Grason of Mesa, LLC.

Each JC Grason office is independently owned and operated.

The Certified Financial Planner Board of Standards, Inc., owns the certification marks CFP®, Certified Financial PlannerTM, and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.