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:
Personal Finance Tips for Military Families
Military families face unique challenges, making personal finance even more critical.
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A look inside the U.S. government's statistics on household net worth.
How to Make the Tax Code Work for You
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
An inside look at how marginal income tax brackets work.
If you find it hard to attain personal life goals, there’s an app for that!
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
It sounds simple, but paying yourself first can really pay off.
Understanding the types of long-term-care services—and what those services could cost—may be critical.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator compares the financial impact of leasing versus buying an automobile.
Estimate how much of your Social Security benefit may be considered taxable.
Determine if you are eligible to contribute to a traditional or Roth IRA.
There are some key concepts to understand when investing for retirement
There are a number of ways to withdraw money from a qualified retirement plan.
Principles that can help create a portfolio designed to pursue investment goals.
The importance of life insurance, how it works, and how much coverage you need.
Investment tools and strategies that can enable you to pursue your retirement goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
There are hundreds of ETFs available. Should you invest in them?
Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.
A special needs trust helps care for a special needs child when you’re gone.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
What is your plan for health care during retirement?