Helping you to retire happily ever after

General Info

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).

Hours

Regular Hours

Mon - Fri:	9:00 am - 5:00 pm

Categories

Financial Planners, Financial Planning Consultants, Financial Services, Investments

Location

Two convenient locations in Mesa and Chandler Arizona

Associations

Certified Financial Planner and Certified Public Accountant

Other Links

http://www.teresabear.com

http://teresabearblog.com