LIFE Process Our Team Our Services Our Philosophy

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

How Will Working Affect Social Security Benefits?

How Will Working Affect Social Security Benefits?

Knowing the rules may help you decide when to start benefits.

Retiring the 4% Rule

Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

Understanding the Basics of Medigap Policies

Understanding the Basics of Medigap Policies

Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.

 

Spotting Credit Trouble

The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.

What Is an Annuity?

Annuities are versatile tools that can help you save for retirement and generate income in retirement.

And the Executor Is

The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.

A Brief History of Estate Taxes

Federal estate taxes have long since been a lucrative source of funding for the federal government.

Inflation - Back to the Future

Even low inflation rates over an extended period of time can impact your finances in retirement.

Inflation & Your Money

It's important to understand how inflation is reported and how it can affect investments.

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Saving for College

This calculator can help you estimate how much you should be saving for college.

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

Historical Inflation

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

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

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Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

An Inside Look at Retirement Living

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

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Managing Your Lifestyle

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

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Global and International Funds

Investors seeking world investments can choose between global and international funds. What's the difference?

The Business Cycle

How will you weather the ups and downs of the business cycle?

16 Wall Street Cliches in 60 Seconds

Pundits say a lot of things about the markets. Let's see if you can keep up.

Women and Retirement

Women are great at multi-tasking. But many drop the ball when preparing for retirement.

Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

Your Personal Recovery

As the economy gathers momentum, many are waiting for their personal finances to gather momentum, too.

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