Bahr Investment Group Services
As Investment Advisor Representatives with LPL Financial, we help our clients define their long-term investment objectives and build personalized investment portfolios designed to help work towards them. Find out more about our services.
We've designed our LIFE Process™ to provide a framework which helps us address the qualitative aspects of our client's lives as well as the quantitative elements. This allows us to truly listen, clearly understand and invest your money in the path of your dreams.
Candace is honored to be recognized as a KPBS Local Hero for her outstanding community service over the past 25 years. Click on the 1 minute video below to learn more:
Five Star Wealth Manager
Candace Bahr has been named a Five Star Wealth Manager in San Diego Magazine for the 5th year in a row. Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2012 Five Star Wealth Managers. `
Take a Look At Our Approach
At Bahr Investment Group we’ve built a team that is highly experienced and dedicated to working together toward our clients' success. Click on this one-minute video to see Candace explain our business philosophy.
Looking for a trusted partner to help you work toward your financial goals? Call us at 1-800-200-8198 to learn more about our services.
Candace's Work Has Been Featured In:
Should You Choose a Fixed or Variable?
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
Pay Yourself First
It sounds simple, but paying yourself first can really pay off.
Here's a breakdown of how the federal government spends your tax money.
What can be learned from the savings rate?
How to help determine life insurance needs to provide for your family after you pass away.
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their futures to chance.
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator can help determine whether it makes sense to refinance your mortgage.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Estimate the potential capital gains taxes due on your transactions.
There are some key concepts to understand when investing for retirement
The chances of needing long-term care, its cost, and strategies for covering that cost.
The importance of life insurance, how it works, and how much coverage you need.
A presentation about managing money: using it, saving it, and even getting credit.
Learn more about taxes, tax-favored investing, and tax strategies.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.
The question used to be how low can interest rates go. Now it's how long can rates remain at their historic low levels?
Have you explored all of your choices when it comes to managing your taxable income?
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
When do you need a will? The answer is easy: right now.