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LMK Wealth Management - Our Objective |
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Submitted by Amie Snyder
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Our objective is to create and maintain wealth for affluent individuals and their families. LMK Wealth Management develops relationships based on confidence and trust. We understand the importance of understanding an individual’s goals and risk tolerance; from there we begin to design an investment plan that is suitable.
The flow chart depicts a continuous cycle of discussing, planning and the re-evaluating of a clients portfolio. The management process is implemented and then adjusted for each individual person based of life changes. This truly individualized management style includes individual equities and fixed income investments and does not include typical Wall Street products.
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LinkedIn Recommendation:
 Jason Stanard - President - GreatCircle Studios - Teo is not only a professional a joy to work with he is also very knowledgeable in his field. I would highly recommend Teo and NetTeams. Sincerely, Jason Stanard, President GreatCircle Studios - February 5, 2009, Jason was Teo's client |
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