Principal at Cash Flow Solutions LLC
Clackamas, Oregon
Kai Baker, CTBA, CLTC®, Principal, is a licensed independent financial professional at Cash Flow Solutions LLC in Clackamas, Oregon with 15+ years of experience. Specializing in Retirement Income Planning, Tax Planning, Healthcare Planning. As an independent advisor, they offer personalized retirement planning guidance from multiple providers with no pressure to buy specific products.
✓ SafeMoney Certified™
Phone: 503-282-7874
Email: [email protected]
Licensed Independent Financial Professional · 15+ Years Experience · SafeMoney Certified™
Kai Baker, CTBA, CLTC® is a principal at Cash Flow Solutions LLC, serving clients in Clackamas, Oregon and throughout the Pacific Northwest. As a Safe Money Certified™ professional and Certified in Long-Term Care, Kai helps clients address the critical concerns that many retirees share: ensuring their money lasts a lifetime, protecting against market volatility, and preparing for unexpected healthcare costs.
Traditional financial planning focuses primarily on accumulating assets without considering the shifts that occur after retirement. Kai specializes in S.M.A.R.T. (Strategic Movement Around Retirement Taxation) strategies—approaches designed not just for accumulation, but for maximizing what Oregon clients can actually spend from their hard-earned savings. The key question: how much of your retirement is yours versus how much goes to the IRS?
Whether clients are 5+ years from retirement, within 5 years, or already taking distributions from their savings, Kai develops personalized S.M.A.R.T. strategies for each stage of the journey. As a member of the Smart Advisor Network, his diverse team of specialists helps guide clients safely to their ultimate financial destination.
From managing market volatility to planning for large out-of-pocket healthcare events, Kai's approach ensures that inflation doesn't erode purchasing power and that investments align with retirement goals. Most people have a smartphone—do you have a S.M.A.R.T. and safe retirement plan?
Kai Baker welcomes discussions about retirement planning needs in Oregon and SW Washington.
Contact Kai Baker today to discuss your retirement planning needs in Oregon, SW Washington.
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Kai Baker, CTBA, CLTC® at Cash Flow Solutions LLC offers Retirement Income Planning, Tax Planning, Healthcare Planning in Clackamas, Oregon. As an independent licensed financial professional, they provide personalized recommendations from multiple providers.
Independent advisors aren't tied to a single company's products, so they can recommend the best solutions for your specific needs. They focus on education first, helping you understand all your options before making decisions.
Yes, Kai Baker, CTBA, CLTC® is SafeMoney Certified™, demonstrating specialized expertise in safe money strategies and retirement income planning.
Most SafeMoney.com advisors offer complimentary initial consultations. There's no cost or obligation to meet and discuss your retirement planning needs.
Your first meeting typically covers your current financial situation, retirement goals, risk tolerance, and timeline. The advisor will explain different safe money options and answer your questions without pressure to buy anything.