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Risk Management

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Submitted by Baker Wealth Management on March 17th, 2020

“History doesn’t repeat itself, but it often rhymes” – Mark Twain

 

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High Net Worth Families Need a Complete Risk Management Plan

Submitted by Baker Wealth Management on April 7th, 2017

Because there isn’t a one-size-fits-all plan that could possibly fit the unique needs of every family, risk management is a process that focuses on the problem of risk at every level of a family’s lifestyle in order to ultimately arrive at a solution for each. Each risk calls for separate measures, which usually require separate forms of insurance.

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Capacity Disclosure

Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Baker Wealth Management and Cambridge are not affiliated.

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