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

Own Appreciated Investment Real Estate?

How to Sell in this Seller’s market – avoid capital gains taxes while potentially increasing income and lowering income taxes – all while eliminating property management.

Wed, March 4th, 11:30am
Sat, March 7th, 10:00am
Thrs, March 12th, 11:30am

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Long-Term Healthcare Workshop

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

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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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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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