Teresa Bear.
As seen in the USA Today feature:
Author of the upcoming new book She Retired Happily Ever After, Teresa Bear specializes in retirement planning and asset preservation for retirees and their loved ones. Teresa is a Certified Public Accountant practicing in the area of taxation for more than 25 years and an investment advisor representative with Brookstone Capital Management as an SEC registered Investment Advisor who combines her knowledge of taxes with her expertise with investments. She is definitely “smarter than the average Bear”
For close to three decades, Teresa Bear has been guiding others toward fiscal health. A true triple threat, Bear is an Investment Advisor Representative, a Certified Public Accountant and Certified Financial Planner. The key to building a strong fiscal house is the ability to foresee the implications of each transaction. At JC Grason, clients receive a comprehensive evaluation incorporating legal, tax, and investment issues - all of which must be in harmony.
With a mission to help her clients keep their hard-earned money, Bear is less concerned with hitting a home run and more concerned with safe-money strategies. The first step of the process is making sure the client has enough money to sustain for their lifetimes. Her forthcoming book, She Retired Happily Ever After, uniquely merges storytelling and finance in a fun and creative way.
To read the full feature story about Teresa Bear, as seen on CNBC, Reuters, Morningstar, CBS MoneyWatch and others, please visit http://www.jcgrasonmesa.com/
To learn about Teresa Bear, stop by the offices of JC Grason at 4864 E Baseline Road, Suite 109 in Mesa, AZ; visit www.TeresaBear.com;
Teresa also entertains web visitors with her creative blogs – http://www.TeresaBearBlog.com, and http://travels.flatteresa.com/
Photo:
http://www.prlog.org/
