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Technology
Products & Services
Changing our focus from Product to Process
 

The investment-focused adviser can realize efficiencies from a more narrow service offering, but may be giving up a stronger client relationship if not offering comprehensive service.  LifeMark offers full service in the following venues:

Broker Dealer  ♦  Corporate RIA  ♦  Financial Planning  ♦  Insurance

LifeMark does not offer Proprietary Products but can help develop a Proprietary Process.
 

 

 

 

 

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