More than 30 Years in
Business in San Diego
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Long-Term Healthcare Workshop

LONG-TERM CARE is the #1 Financial Risk faced by retirees. US Govt. statistics tell us that 70% of Americans over 65 will eventually need long-term care for an average of 30 months.

Join us for our September luncheon workshops

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Private Real Estate Accredited-Only Educational Workshops

Theme: Current Income & Growth for Appreciation

Thursday, August 24th,
noon to 1:30pm


Saturday, August 26th,
10am to 11:30am

Click here to RSVP

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Investing For Current Income July Workshops

Ever wonder who owns the big buildings occupied by companies like home depot, wal-mart, banks, large office buildings and apartment properties? Join us at our july educational workshops and learn how commercial real estate investments are available today for investors – like you.

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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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