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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:
Seymour Delaney - Developer at Webron - I'm not sure where to start... Teo brought my business from anarchy to something that is completely automated. I don't have the need for a dozen systems now... just one does everything... Everything custom built, ahead of schedule and under budget. I feel my business is on track to success. Thanks Teo! Keep up the great work! - March 15, 2012, Seymour was Teo's client |
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