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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:
 Felice Amon - SEO Account Manager at Gadgetron - I have been watching Teo's business grow over these last few years and am amazed at how he keeps coming up with new applications and marketing. I really don't know how he can do all this! But, I finally hire him to do some Google marketing for my company, and we were on the first page of Google in less than a week. I am amazed. I am now working with him regularly and don't see that changing! Great work! - March 15, 2012, Felice was Teo's client |
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