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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:
 George Ishee - We are now helping companies automate their sales pitch to generate more leads! - Teo is someone that you trust, know is diligent and hardworking. He is creating a web based network that will help people network online and grow their business. I have worked with Teo and recommend him to anyone as he always is someone you can count on. - August 17, 2008, George was with another company when working with Teo at Net-Teams, Inc. |
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