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Elios Financial Group, Inc.
Center Pointe West
30700 Center Ridge Road
Westlake, OH 44145
440-617-9100

Passionate Advocates for Smart Money Management Retirement Planning Experts Free Portfolio Risk Analysis Why We Do It

ENVISION  |  ENLIGHTEN  |  ENRICH

We build long-term relationships by helping our clients Envision their dreams, Enlighten them to make informed financial decisions through education and service which ultimately Enriches their lives.

Helpful Content

How Stocks Work

How Stocks Work

Understanding how a stock works is key to understanding your investments.

Rightsizing for Retirement

Rightsizing for Retirement

What does your home really cost?

Retirement Income and the Traditional Portfolio

Retirement Income and the Traditional Portfolio

Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.

 

The Lowdown on Those Free Credit Scores

What’s the deal with your yearly free credit report?

How Financial Advisors Are Compensated

Read this overview to learn how financial advisors are compensated.

Four Great, Unexpected Places to Raise a Family

Here are 4 great, and sometimes unexpected, places to raise a family.

A Bucket Plan to Go with Your Bucket List

Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.

Life and Death of a Twenty Dollar Bill

How long does a $20 bill last?

Apps That Help Achieve Goals

If you find it hard to attain personal life goals, there’s an app for that!

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What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

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Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

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Raise Your Retirement Income

Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.

Emerging Market Opportunities

What are your options for investing in emerging markets?

Choosing a Mortgage

Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

Should You Tap Retirement Savings to Fund College?

There are three things to consider before dipping into retirement savings to pay for college.

Your DNA Test

If your family relies on your income, it’s critical to know what their needs would be in the event of your death.

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations? Here are three tips.

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