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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:
 Leonarda Wrye - Web Developer at Taggart Transcontinental - I don't know where to start with Teo... Just so much to say. I thought you could just build a website and the money would start rolling in, but Teo straightened me out on that up front. It's a lot more work than I thought it was. I am glad I worked with him before I made any big plans to quit my job. I do have a great business plan now, and know EXACTLY how to get to my goal of working at home... gotta get to it! Thanks Teo! - March 17, 2012, Leonarda was Teo's client |
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