ENVISION | ENLIGHTEN | ENRICH
We build long-term relationships by helping our clients Envision their dreams, and by Enlightening them to make informed financial decisions through education and service which ultimately Enriches their lives.
Elios Financial Group, an Expert Fiduciary Financial Advisor in Westlake, Ohio
Are you in need of a personal financial advisor in Westlake for your retirement planning and investment management needs? Elios Financial Group’s dedicated team can provide you with the experience and insights you’ve been seeking.
Discover all we can do for you and your family in this overview, or feel free to visit any of our links in the tabs above for more information.
Elios Financial Group was founded in 2002 as a financial planning and investment management firm for Westlake, Ohio and the greater Cleveland area.
We provide highly personal and customized service to our clients, offering the ability to analyze complex situations and proffer sophisticated solutions and guidance in an objective, mutually beneficial, and professional manner. Visit our about page for more details.
As a Westlake, Ohio financial advisor, we offer a variety of services to ensure our clients’ fiscal needs are well cared for. Let’s take a look at each of these services below.
Investment Planning and Portfolio Management
We structure customized portfolios to address our customers’ key objectives in retirement planning using an independent, unconstrained, and unbiased approach in investment choices.
Core aspects of our investment planning services include:
- Professional Management
- Investment Risk Tolerance Review
- Asset Allocation Strategies
- Implementation, Monitoring and Reporting
- Alternative Investments
Additionally, our partnership with leading financial technology company Riskalyze allows us to gather data to assess our customers’ risk tolerance and use that data to build robust, personalized portfolios.
Financial Planning Services
If you’re in need of financial planning services, such as retirement planning in Westlake, Ohio, Elios Financial Group can provide.
We offer comprehensive financial plans with recommendations and analysis for asset allocation, retirement planning, college funding, and investments.
Some of the areas we can focus on for our clients include:
- Cash flow management and forecasting
- Portfolio risk profiling
- Where to invest
- Retirement income strategies
- Tax planning or estate concerns
For full details on all we can provide, be sure to visit our financial planning page.
Financial Planning with the Envision Plan
One aspect of our services as your Westlake fiduciary financial advisor is our Envision Plan which works in conjunction with the eMoney platform.
We use the latest technology and tools to help people plan their financial life. Through the eMoney platform, we utilize the advanced software EMX Pro which allows you to aggregate and organize all your financials in one location, giving you a consolidated, secure space for your essential financial data.
Your accounts will be updated daily, and you are able to monitor your cash flow and see your bottom line at any time. The easy-to-use system lets you track and manage your balance sheet, investments, and vital documents in a centralized and safe location.
Visit our eMoney page for more details about these services.
Free Portfolio Risk Analysis
Another key aspect of our Westlake personal financial advisor services is our free portfolio risk analysis.
When you work with our Cleveland-area financial advisors, we can help you assess the level of risk you feel comfortable with within the market and assist you in determining where to invest and how aggressively, as well as how to fulfill your fiscal goals. Visit our portfolio risk analysis page for additional information and a message from our founder, Jim Elios.
As a small, local financial planning company, we prioritize the families we partner with, working to build lasting personal relationships with our clients.
At Elios Financial Group, we:
- Care about our clients and their families, and we get to know our clients’ unique goals to better help them develop a customized plan to match those objectives
- Believe that execution is important, and we combine the latest tools and technology with our own expertise to develop plans that work
- Are led by our founder, Jim Elios, who is a fiduciary, a designation that sets us apart as not all in the industry have this classification
When you choose to work with us, you’ll receive a variety of benefits, including:
- Independent and objective analysis – We offer an unbiased perspective coupled with objective recommendations that are focused on your best interests.
- A fee-based approach – We provide our insights to you on a flat fee or hourly basis, rather than a commission basis, doing away with any conflicts of interest.
- Comprehensive financial planning – We streamline and consolidate your accounts and core financial documents, providing you 24/7 access through an encrypted online system.
- Experience and credentials – Our founder, Jim Elios, brings over twenty years of experience in the financial services industry to our business, along with his MBA, ChFC, and CLU designations.
In our dedication to supplying our clients with key insights about changes that could affect them, we regularly compile the latest news and research on our site.
There, you’ll be able to find information on topics including:
Give them a look when you get a chance and let us know if you have any questions.
Contact Us for Westlake, Ohio Financial Advising
If you live in the Westlake or greater Cleveland area and are need of a fiduciary financial advisor for your retirement planning, we’d love to talk to you!
Reach out to our team today so we can begin planning the future with you.
Rightsizing for Retirement
What does your home really cost?
Bridging the Confidence Gap
In the world of finance, the effects of the "confidence gap" can be especially apparent.
Social Security Benefits: How Much Will I Receive
Calculating your potential Social Security benefit is a three-step process.
E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
To choose a plan, it’s important to ask yourself four key questions.
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Determine your potential long-term care needs and how long your current assets might last.
This calculator can help you estimate how much you may need to save for retirement.
Use this calculator to compare the future value of investments with different tax consequences.
Estimate how much you have the potential to earn during your working years.
A presentation about managing money: using it, saving it, and even getting credit.
Learn more about taxes, tax-favored investing, and tax strategies.
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
Principles that can help create a portfolio designed to pursue investment goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
When do you need a will? The answer is easy: Right Now.
If you died, what would happen to your email archives, social profiles and online accounts?
All about how missing the best market days (or the worst!) might affect your portfolio.
Here are five facts about Social Security that might surprise you.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
With alternative investments, it’s critical to sort through the complexity.