The Financial Planning Process

A Financial Plan is simply an analysis of your current financial situation along with recommendations to help you achieve your goals. LPL Financial in Las Vegas will work with you and your family to develop your distinctive list of short term and long term goals, and will develop precise recommendations in the following areas:

  • Net Worth
  • Cash Flow Analysis
  • Debt Management
  • Retirement Planning
  • Risk Management
  • Education Planning
  • Estate Planning
  • Investment Management
  • Specific Client Lifestyle Concerns

We don't sell you financial a product, but rather we use them as tools to achieve your financial objectives. Our financial plans are ideal for clients who are seeking a professional advice and guidance to help them get on track for either a specific financial goal or long term retirement planning.

Your Dedicated Financial Advisor

We do more than just create financial plans or invest your assets, we help you make more educated and astute financial decisions. Whenever you have questions concerning insurance needs, buying versus leasing, retirement planning , buying a home, investing in a popular equity or any other matter, as our client you can feel free to contact us anytime. We serve as your personal financial board of directors to help you make informed decisions that will impact your financial future.

That's what makes our firm different. It's like having your own personal financial coach. We want to be there for you every step of the way to help you navigate the often complex life changes that will affect your financial future.

Our Process

LPL Financial in Las Vegas utilizes the tools and resources of LPL Financial whose dedicated home office is located in San Diego, CA as a stand alone service or in conjunction with ongoing investment management.

Before we craft your customized financial plan we will get together with you to learn about your hopes, dreams, goals and objectives. We will then ask you to provide us with current financial information and other pertinent documents so we can begin your plan. You and Mr. Housfeld will work closely together to ensure that we capture all your goals, concerns and time tables.

Becoming a Client

It's simply to become a new client at LPL Financial in Las Vegas. Here are the steps:

  1. Initial Consultation: All of our clients receive an initial free consultation to discuss your goals, needs, concerns and expectations.
  2. Proposal: Once Mr. Housfeld has an opportunity to analyze your financial situation he will begin working on your customized financial plan.
  3. Putting your Financial Plan in Place: Mr. Housfeld will analyze all areas of concerns along with any goals and any objectives you provide him to start putting your unique plan into action.
  4. You Receive Your Plan: Recommendations and investments will be made based on the areas of concern you discussed with Mr. Housfeld. You will get a through understanding of the assumptions and investment philosophy implemented when the plan was setup as well as how it will be monitored and adjusted in the future.

Don't delay any longer. Get started putting your financial action plan in place today with LPL Financial in Las Vegas.