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:
Choosing a Business Structure
Entrepreneurs all face the same question, “Which business structure should I adopt?”
Systematic Withdrawals in Retirement - Clear and Wrong?
Taking regular, periodic withdrawals during retirement can be quite problematic.
Variable Universal Life Insurance
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their futures to chance.
Tax preparation may be the perfect time to give the household budget a check-up.
The Economic Report of the President can help identify the forces driving—or dragging—the economy.
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
Simple steps may help you foil hackers and protect your privacy.
This calculator helps estimate your federal estate tax liability.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator compares the financial impact of leasing versus buying an automobile.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Estimate how much you have the potential to earn during your working years.
Using smart management to get more of what you want and free up assets to invest.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A presentation about managing money: using it, saving it, and even getting credit.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some key concepts to understand when investing for retirement
Principles that can help create a portfolio designed to pursue investment goals.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Despite recent tax-law changes, a stunning 4.6 million Americans are expected to pay the AMT in 2018.
Have you explored all of your choices when it comes to managing your taxable income?
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Here are five facts about Social Security that might surprise you.