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

Upcoming June Real Estate Investing Workshops

Invest for Current Income:
Thursday, June 21: 12pm
Saturday, June 23: 10am


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Upcoming Estate Planning Workshop April 5th

Does your estate plan:
✓ Take advantage of changes in the law?
✓ Allow protection and control of the surviving spouse?
✓ Include language to allow your family to add disability care? and
✓ Preserve family relationships?


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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 March luncheon workshops


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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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