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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.

Jan 4, 2023

Do you understand the distinctions between assisted living, memory care, and continuing care retirement communities, as well as the contract types involved? Do you understand the advantages and disadvantages of each? With over 20 years of experience in senior living sales, marketing, operations, and leadership, including 11 years with Solutions Advisors Group. Our host, Kurtis Baker, is joined by Paul O'Brien. He visited us to teach you general knowledge regarding the cost of future care and to assist you in starting a conversation with your aging parents about the move. Today he will make you feel relieved that you can contribute to the development of a plan to keep your parents safe in the future.