Ann Summerson | Source | Certified Financial Planner; CFP®, CDFA™ at The Wise Investor Group at Baird

Ann Summerson

Certified Financial Planner; CFP®, CDFA™ at The Wise Investor Group at Baird
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  • For seniors that have a relationship with a planner, we’re absolutely part of that process.

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  • How CCRCs Drive Referrals by Courting Seniors’ Financial Planners - Senior Housing News

    Senior living in the United States isn’t cheap, and average prices have been rising each year. And with with continuing care retirement communities (CCRCs) in particular having hefty price tags, these senior living providers increasingly may find financial planners to be invaluable referral sources. The typical entry fee for a CCRC can be a six-digit …

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