More than 30 Years in
Business in San Diego
KOGO News Radio 600

Real Estate Investment Workshops – Missed the Workshop? Contact Us for More Information

Are all of your investments tied to the volatile roller coaster stock market? Potentially smooth out the ride by considering real estate and other alternative investments to your personal and retirement portfolio.


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Year-End Tax Planning Strategies Workshop – Missed the Workshop? Contact Us for More Information

Contact us to learn Tax Planning Strategies to help you “only pay your fair share”


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How much EXTRA did you pay in taxes on April 15?

It’ s disturbing to know that 45 percent of Americans paid no Federal Income Taxes in 2015! How much did you pay? Where to look?


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How to Wreck Your Retirement

According to the Department of Health and Human Services, at least 70 percent of people over 65 will eventually need long-term care, either at
home or in a nursing home, and that can be very expensive. The average stay for a woman entering a nursing home is almost four years; if she’s in a semiprivate room, that cost in San Diego is about $375,000. For married couples, the chances that one spouse will need long-term care rises to 91 percent.


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Alternative Investment Workshop- Missed the Workshop? Contact Us for More Information

Alternatives can include ownership shares in lending institutions that make senior loans to private businesses providing attractive cash flow to investors and ownership shares in multi-family apartments, needed senior housing, and Healthcare facilities located outside California. These alternatives can provide diversification, tax-sheltered income, and projected appreciation – and help you potentially create greater wealth while lowering your
exposure to overpriced markets.


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