Welcome

Bahr Investment Group / LPL Video

After a nationwide search, MSN.com has selected Candace to be a financial coach on their new web reality series, "The Invested Life". The new show, pairs consumers in various life stages with seven different financial coaches from around the country.

A variety of videos examine common investor issues such as saving for retirement, reducing taxes, real estate investing, managing debt, saving for college and of course, investing.

Here is an intro video of Candace explaining her process and business focus:

Women

We have unique expertise in working with women. Our specialty is helping women who are faced with managing their money alone after the death of a loved one or though an unfortunate divorce.

Candace Bahr, managing partner, has dedicated over 25 years of her professional career working to help this special group.

Candace is a nationally recognized leader in empowering women to take control of their finances.

Couples

At Bahr Investment Group it’s not just about accumulating wealth, it’s also about protecting it. Long term investment portfolios are only part of the picture. As financial professionals, we help couples cut through the complexities of investing and understand their options.

We want both partners to be comfortable, as well as thoroughly involved in planning toward their financial future. This is true whether they are planning for retirement or trying to understand the intricacies of estate planning and multi-generational transfer of wealth.

Retirement

As advisors, we naturally gravitate toward investing money and working toward building financial security for our clients. However, we know from years of experience, money is not the only issue that retiring clients are concerned about.

Having a vision for the future and anticipating the planning of that vision is a fundamental step in achieving a fulfilling retirement experience.

Because it's likely that more than half of the people alive today will live to be 82 years or older, we need to think of retirement not in terms of years, but decades.

Families

Truly knowing each family’s aspirations and goals allows us to create a plan that is tailor- made to each family’s lifestyle. One of the first steps in our unique investment management process is to uncover and evaluate each person’s “money personality”.

Managing partner John Baranowski combines over 25 years of investment management experience with his earlier background and Masters degree in Educational Psychology to examine personality traits that significantly impact key financial planning issues. This deeper personal approach helps improve communication – resulting in more clearly delineated goals, better balance, and harmony.

AARP Article Features Candace Bahr and Clients

"Two can live as cheaply as one" More and more women are sharing housing and expenses to make the most of their finances. Click here to see the article in this month's AARP magazine that quotes Candace and features our clients Ann Beavers and Ruth Sorensen who make rooming together fun as well as practical.

WIFE.org

As co-founder of the non-profit organization Women’s Institute for Financial Education, WIFE.org, Candace has helped educate millions of women across the globe.

Her passion, experience, and dedication to helping women in transition has resulted in a host of very unique programs, special services and a very successful and satisfied clientele.