“No road is long with good company.”
- Turkish Proverb
Las Vegas Financial Advisors: Investments, Securities, and Financial Planning Process
Step 1 – Getting to Know You
We offer a complimentary initial introductory appointment at no charge. This provides you with the opportunity to present an overview of your financial framework, concerns and expectations to us. We then will mutually review potential strategies and possible solutions for your financial needs in order to determine if Elysien Private Wealth is able to exceed your expectations and if you will be a positive addition to our firm as a long term client.
Our goal is to build a mutually beneficial relationship with you that is founded on trust and transparency. A relationship that provides ongoing financial advice to help you, your family, or your business make more informed, lasting, financial decisions. It is a relationship in which we will take an integrated wealth management approach in order to gain complete understanding of your financial life. For individual clients, our goal is to to build a strong relationship that will continue for multiple generations of your family. This approach to relationship building is one of the many factors that separates us from the large investment, insurance and banking corporations.
Step 2 – Moving Forward and Upward
Once we have mutually determined that Elysien Private Wealth is a good fit for your needs, we will move into the strategy development and implementation aspect of our comprehensive wealth management platform.
Our comprehensive wealth management platform provides you a transparent approach to holistic financial planning and integrated investment management. It is a complex and disciplined process that includes the following steps.
• consultation of current investment strategy review
• overview and compilation of business and personal financial information
• discussing and discovering financial goals and objectives
• analysis of portfolio and desired objectives
• development of tactics and strategies in a formal plan format
designed to meet your financial needs
• implementation of your objectives and portfolio
• daily monitoring your plan and adjusting your portfolio strategy as needed
Step 3 – Custom Portfolio Construction and Implementation
Our process is analytical and comprehensive, in order to be a proper steward of your estate, it is imperative that we conduct a thorough evaluation of your current: financial situation, income tax concerns, investment planning, estate planning services, retirement plans, liability management strategies, real estate holdings, risk management concerns, and trust evaluation with specific recommendations in each of these areas. Our comprehensive planning is an ongoing service that requires review and revision periodically as your needs change.
Step 4 – Comprehensive Financial Plan
Your integrated comprehensive financial plan will be implemented in conjunction with your other professional advisers, so they have real time access to your important financial information, all from one secure and private location. Your financial plan may address and and or all of the following concerns:
* investment portfolio analysis, recommendations, and implementation
* income tax and cash flow review and preparation
* assessment of custom portfolio risk and return potential
* education finance review and structuring
* estate tax liability analysis, multi-generational asset and family business transfer strategies
* insurance audit and assessment: life, disability, LTC, health, property/casualty, liability, professional, and umbrella policies
* retirement strategies for accumulation and tax efficient distributions utilizing potential income variation forecasting
* business consulting and benefit evaluation for privately held businesses, self-employed individuals, or entrepreneurs
* executive compensation, concentrated stock, and restricted stock analysis and allocation strategies
* liability assessment and review of long and short term debt structuring
* real estate holdings analysis, liquidity assessment, and portfolio review
* cash management and private banking evaluation for short and long term positions
* integrated technological platform aggregating financial data for your investments, insurance, banking, & estate planning documents
Step 5 – Monitoring, Maintenance and Review
We provide continuous monitoring, maintenance and review of your portfolio based upon the risk assessment, objectives, and time frames you have specified. Elysien Private Wealth will develop your Investment Policy Statement (IPS) and creates and manages investment portfolios based upon your preferences as set forth in your IPS.
Elysien Private Wealth will consistently review your portfolio and meet with you as needed in order to maintain your objectives. Your portfolio may include any or all of the following types of investments; individual equity securities, stocks, no-load mutual funds, ETFs, municipal and corporate bonds, government securities, alternative investments, hedge funds, private equity investments, REIT’s, annuities, separately managed accounts, and various other investment products. Your allocation plan will take into consideration your overall assets, management style, risk analysis and time frame.