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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:
 Carl Madden - Search Engine Marketing Consultant at Osato Tree - There are many times I have been stuck on something, but now I that I am working with Teo Graca, I know I can get unstuck quickly. He has a way of getting at the meat of the solution to any problem when it comes to business planning. I really don't know anyone with such a well rounded skill set. I think that is what makes it possible for him to do what he does. I highly recommend Teo and Net-Teams! - March 15, 2012, Carl was Teo's client |
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