As a COUNTRY Financial® representative, I am able to help provide financial security by working directly with individuals like you to identify your specific needs. We then offer a full range of insurance and financial products and services to help you protect what's important today, and help create a plan to point you toward a bright financial future.
Know Your Worth Financial is a virtual financial planning firm that specializes in fee-only financial planning. We serve ambitious young individuals and couples of color who are ready to take action and start building towards their ideal financial future. We empower our clients through guidance and education to help discover the best strategies and solutions for the major milestones of their financial life - starting a business, buying a home, getting married, starting a family, early retirement.
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Teresa Bear
Mesa Gilbert Financial Planner 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).
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We are a full service Independent, fee based financial planning firm. Specializing in written financial plans, wealth management, wealth accumulation, and estate planning. Through our proven process we help you clarify your financial goals, then create a plan to reach them and ultimately implenment the plan and its moving parts into place. Finally and most important we constantly review your plans and goals and change and adapt as your needs change. Change is always a part of our clients lives. We feel that long term relationships are mandatory, and are interested in constanly reinforcing our relationship with you, your family, and your business. Short term transactions are not our specialty. If you are nearing retirment please download my free "Retirement Readiness Kit" at www.TomFischerpresents.com
Integrated Financial Solutions was organized in 2008 to reflect the growth of service provided by the firm's partners allowing them to focus on their areas of experience. The expansion enhanced the services available to clients by providing full service analysis and recommendation of employee benefits, wealth management/asset allocation, and holistic fee-based financial planning for individuals and businesses. We strive to provide innovative and comprehensive retirement strategies for individuals, business owners, and their employees. At Integrated Financial Solutions, we focus on the accumulation, preservation, protection, and transfer of wealth by emphasizing continuous education and individual assistance.
I create unique portfolios tailored to the specifics of the individual client with the most upside and least amount of risk.
