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

Real Estate Workshops

Join us and LEARN how by adding Real Estate to your personal and retirement portfolio may help reduce volatility while producing projected monthly cash flow and appreciation potential.


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Demographic Investing and Millennials Workshop

A deeper look at the cultural behaviors of Millennials can unlock a wealth of investment opportunities


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Tax Planning Workshop

Coming Soon, Understanding the New Tax Laws and what steps you can take to “only pay your fair share”


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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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