Teresa Bear

Specialties

In an ever-​changing climate of financial challenges, retirement can be an increasingly complex puzzle. How do you enjoy retirement to the fullest without constantly worrying about outliving your money? Peace of mind comes in the assurance of knowing that your retirement savings will provide for you and your family, and allow you to live comfortably throughout retirement.

Traditionally, financial planning has been focused on rate of return, risk and reward analysis and ultimately, the creation of a suitable plan geared toward accomplishing a client’s goals. Through our Complete Planning Review (CPR), our professionals seek first to clarify your values and understand your concerns. Working with you, we then design a solution that addresses YOUR individual needs and retirement goals. This personalized approach is what affords our clients the financial security and peace of mind they deserve in retirement, getting them one step closer to making their retirement dreams a reality.

History

Established in 2008.

Our story began after our founders witnessed first-​hand the devastating impact of the market turmoil that followed ⁹⁄₁₁. The tragedy of that day in and of itself was more than most could bear, but the affects were far-​reaching and would be felt for many years to come. The market collapse that followed had a profound impact on so many people, but perhaps most significantly on those who were already in retirement or just approaching their retirement years. For far too many, their retirement dreams and what they had worked a lifetime for had been taken from them or altered forever by unimaginable events out of their control.

Recognizing a need for a fresh approach to retirement planning, our founders set out with a vision of helping others make their retirement dreams a reality in this «new» economy. Years later, we are humbled that our approach has helped those retirement dreams indeed become a reality for so many. For us though, it’s merely just the beginning.

Meet the Business Owner

Teresa B.

Business Owner

Teresa Bear, owner of JC Grason of Mesa, specializes in retirement planning and asset preservation for retirees and their loved ones. Teresa is the author of the new book, She Retired Happily Ever After

In her book, Teresa uses stories such as Jack in the Beanstalk, The Emperor’s New Clothes and Cinderella to simplify complicated financial concepts. For instance, in Cinderella, remember how the Fairy Godmother helped her pursue her dreams? Teresa does the same for her clients. Many retirees 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).

Teresa Bear also recommends

YC’s Mongolian Grill

152

reviews

Chinese

,

Mongolian

,

Vegan

Teresa B. says,

«Great fresh food at a reasonable price»