Teresa Bear: An Innovative, Yet Safe Investment Advisor For Your Retirement Needs
Mesa, AZ – July 26, 2012 – 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 MBA graduate from the University of Kansas brings all of her invaluable skills to good use as the owner of JC Grason of Mesa. Initially hired as JC Grason’s controller, the founders quite astutely understood the value of Bear’s prior experience, and asked her to become an owner of the Mesa office.
Bear developed a hankering for financial planning while working for a large homebuilder with responsibilities of 401(k) management. JC Grason’s mantra is safety, and Bear is passionate about helping people avoid trouble when it comes to planning for retirement.
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.
With a creative mind and a fun approach to reach the masses, authorship is most certainly in Bear’s repertoire. She recently completed a book, ‘She Retired Happily Ever After,’ which uniquely uses storytelling to bring the financial message home. Never before has anyone thought to combine entertainment with finance.
“Each chapter begins with a story or a reference from Harry Potter, Aesop’s Fables and Cinderella to name a few,” she states.
Teresa also entertains web visitors with her creative blogs – www.TeresaBearBlog.com, and http://travels.flatteresa.com/ – which features her globetrotting alter ego – Flat Teresa. Entertaining educational videos are on her YouTube channel.
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; or call 1-480-503-0050.
Read More: http://www.jcgrasonmesa.com/app-our-people/tbear
Investment Advisory Services offered through Brookstone Capital Management, LLC, a SEC Registered Investment Advisor. Brookstone Capital Management, LLC is not affiliated with JC Grason of Mesa LLC.