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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:


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:


Helpful Content

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Should You Ever Retire?

A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.

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It's easy to let investments accumulate like old receipts in a junk drawer.

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Six Most Overlooked Tax Deductions

Six overlooked tax deductions to help manage your tax bill.

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The federal government requires deceased individuals to file a final income tax return.

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When considering life insurance, it's important to understand your options.

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When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.

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Required Reading: The Economic Report of the President

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Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

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Determine your potential long-term care needs and how long your current assets might last.

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This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

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Estimate how much of your Social Security benefit may be considered taxable.

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Use this calculator to estimate your capital gains tax.

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An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

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Using smart management to get more of what you want and free up assets to invest.

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A presentation about managing money: using it, saving it, and even getting credit.

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There are some key concepts to understand when investing for retirement

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There are a number of ways to withdraw money from a qualified retirement plan.

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There are some smart strategies that may help you pursue your investment objectives

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Have you explored all your options when it comes to managing your taxable income?

Investments

You’ve made investments your whole life. Work with us to help make the most of them.

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Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.

The Cycle of Investing

Understanding the cycle of investing may help you avoid easy pitfalls.

How to Bake a Pie-R-A

Roth IRAs are tax advantaged in a different way from traditional IRAs.

How to Retire Early

Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.

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