Personal Information
Organization / Workplace
Dallas/Fort Worth Area United States
Occupation
Wealth Manager / Highly Experienced in Financial and Divorce Planning / Pension Expertise
Industry
Finance / Banking / Insurance
Website
http://www.ldloweplan.com
About
For more than 20 years I have had the honor of working with individuals and families to meet their financial goals for retirement and also enjoy a lifestyle that fulfills their dreams. My approach is built on forming a strong partnership with my clients – not only as a wealth manager, but also as a trusted advisor and friend.
I firmly believe there is no “one-size-fits-all” approach to financial planning and wealth management and this philosophy forms the foundation of our firm. The first question we ask a client is, “What matters most to you?” We find the answers are as unique as the individuals. Everyone has a dream of what retirement looks like.
I oversee investment activities
- Presentations
- Documents
- Infographics
Extole 2015 referral_guide
Denis Kardashin
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8 years ago
Enhancing your Academic online presence using LinkedIn
Sue Beckingham
•
8 years ago
Building Trust and a Healthy Reputation from the Get-go
Charlie Pownall
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8 years ago
The Key Ingredients for International SEO Success #MKTFest
Aleyda Solís
•
8 years ago
9 Learning Strategies from Knowledge to Know-How
LinkedIn Learning Solutions
•
8 years ago
6 TIPS to SURVIVE the 2nd MACHINE AGE
Floown
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8 years ago
The 25 most common grammatical errors in the English language.
Derek Murphy
•
8 years ago
20 Simple Christmas Craft projects for the family!
Howcrafts
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8 years ago
How to Break the Barriers of Office Ergonomics
Focal Upright
•
8 years ago
Too / Not Enough
Merve Iseri
•
11 years ago
How to Eat an Ugly Frog and Love It: Practical Advice on Managing Workplace Priorities
Georgia Libraries Conference (formerly Ga COMO).
•
9 years ago
Retirement Presentation For Small Business
guest4a21e5
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14 years ago
Organisation wide incentive plans
Ujjwal 'Shanu'
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10 years ago
Oks profit sharing marketing plan
hiveminds technologies
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11 years ago
Managing a Law Firm by Kim Tasso
Conscious Solutions
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14 years ago
Cash Balance Plans
DanKravitz
•
15 years ago