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

2017 Tax Planning – December Workshops

How much extra will you pay in Income Taxes this year?

Join us to learn strategies to help reduce your tax burden and “only pay your fair share”


read more

Investing For Current Income – November Workshops

Where can you find investments structured for current income today?

Not with bank savings or CD’s. Stock & bond yields are low and bonds can lose value as the Federal Reserve continues to raise short term rates.


read more

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


read more

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”


read more

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.


read more