unique objectives. I specialize in wealth accumulation, retirement distribution and legacy transfer strategies. Independent CPA, tax guidance is incorporated into the decision making process, a benefit most financial planners service. My knowledge, integrity and experience make me a trusted advisor to generations of

Financial Planner Teresa Bear helps create sound retirement income and investment strategies for people in or nearing retirement, so that deserve. Planning Areas Include: Pre-Retirement & Retirement Planning, Income Planning, Social Security Strategies, Tax Planning, IRA & 401(k) Rollovers

our experienced financial planners. The Edelman Financial Engines Advisor Center is located in Scottsdale near the corner of give you personalized advice on your 401(k), retirement planning, tax strategy and much more.