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Master Your Finances

(Host) Kurtis Baker is a Certified Financial Planner™ and an Accredited Investment Fiduciary™ professional with Certified Wealth Management & Investment, LLC an independent Registered Investment Advisory firm. He is a graduate of the United States Merchant Marine Academy with a BS in Marine Engineering. He has been in the financial services industry since 1983 with extensive experience in financial planning, insurance & mortgages. He focuses his practice on comprehensive financial planning for families and business owners.

Oct 6, 2022

Do you understand why families feud over inheritance? How would you know if your family is safe from an inheritance battle in the future? Our host, Kurtis Baker, is joined by Cindy Arledge, a Purposeful Planning Institute member and second generation entrepreneur from Texas, works with growth-minded entrepreneurial families to eliminate known wealth transfer risks, create a we over me culture, and build sustainable systems to create lasting wealth. Based on her years of experience assisting business owners and preparing their families for a successful wealth transfer, Cindy will teach you three steps to protect your family.