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HOW WE DO IT

OUR PROCESS

  • DISCOVERY & INFORMATION GATHERING

  • ANALYSIS & PLAN CREATION

  • PORTFOLIO CREATION & IMPLEMENTATION

  • MONITOR & REVIEW

  • CREATING THE FUTURE

Securities Firm CRD 170951

Cal Ins 0E50824

Providing securities and insurance presents and inherent conflict of interest. Please review how we manage this conflict in our disclosures tab

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Nothing contained herein is intended to constitute accounting, legal, tax, security or investment advice, nor an opinion regarding the appropriateness of any investment, nor a solicitation of any type. The views and opinions expressed herein are those of Bake & Associates RIA, LLC (BARIA) as of the date of writing and are subject to change with no obligation to update.​

Investing in any investment product carries risk, including the possible loss of principal, and there can be no assurance that any investment strategy will provide positive performance over a period of time. The asset classes and/or investment strategies described in this publication may not be suitable for all investors.

© 2023 by Baker & Associates RIA. LLC

510-325-0676

Info@BakerAssociatesRIA.com

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