 |
LMK Wealth Management - Our Objective |
|
|
Submitted by Amie Snyder
| RSS Feed
| Add Comment
| Bookmark Me!
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.
|
|
|
|
|
LinkedIn Recommendation:
 Jonah William - Owner at Tessier Marketing - I thought I was well versed in social media before I found Teo. He has helped me round my skill set with great information only he seems to teach. I went on the web and looked for it later, but it's just not there. The ShareThis.com counters for instance, which definitely don't work right... can't find that anywhere, but it's easy to prove once you know what to test for! Teo really has a way of getting to what works and what works best! - March 17, 2012, Jonah was Teo's client |
|
Featured [LMKWealth] Articles:
|
|
