Maureen Baxter, ChFC®, CLU®, Advanced Planning Consultant

Maureen Baxter is an advanced planning consultant at Commonwealth. Since joining the firm in 2013, she has been helping affiliated advisors with issues involving executive benefits; high-level insurance planning; and charitable, estate, and business planning. Maureen earned her MBA from Plymouth State and her CLU® and ChFC® from The American University.

  • The Financial Advisor’s Guide to Medicare Planning

    For clients approaching age 65, guidance on how to manage their future health care costs is essential. This review of common questions on Medicare addresses coverage options, eligibility, 2021 costs, and more.

    Maureen Baxter, ChFC®, CLU®

    Maureen Baxter, ChFC®, CLU®

    12.16.20

  • Becoming Your Clients’ Best Social Security Planning Resource

    Become your clients' best social security planning resource by understanding the basics and nuances of claiming benefits, as well as knowing the questions they need to consider.

    Maureen Baxter, ChFC®, CLU®

    Maureen Baxter, ChFC®, CLU®

    01.09.19