Risk Management

Business owners and entrepreneurs manage risk and strive to mitigate it. You need a comprehensive risk management plan, which can reduce or eliminate your financial exposure. Risks you face include but are not limited to general liabilities, employer liabilities, fraud and abuse, your loss or the loss of a key employee through disability or death.

Think about these questions…

If you are on a Board of Directors does that Board have Directors and Officers Liability Insurance?

We live in a litigious society. Do you need creditor protection? Are your assets properly insured?

What is your contingency plan if you can not run your family business?


Let’s build something together.




Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Cambridge and KL Wealth Advisors are not affiliated. This communication is strictly intended for individuals residing in the states of CA, FL, IL, NC, NJ, NM, PA, SC, and VA. The information being provided is strictly as a courtesy. When you link to any of these websites provided herein, KL Wealth Advisors makes no representation as to the completeness or accuracy of information provided at these sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, sites, information and programs made available through this site.

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