Teresa Bear, LLC

About

Do you have a CERTIFIED FINANCIAL PLANNER™ that consistently delivers above and beyond your expectations? 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).