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 Elios
Financial Group, Inc. is a local and independent financial
consulting and services firm dedicated to providing objective,
unbiased financial guidance to individuals and families
and is a trusted source working toward accumulating and
managing personal wealth. Jim Elios is committed to providing
personalized service to individuals
and families in building, protecting and preserving their
assets. Jim specializes in
assisting individuals in enjoying their
retirement years and having a meaningful impact on the
lives of their families for generations through the process
of education, planning, and building relationships.
Retirement
Planning:
Personal and Corporate Retirement Plans
- IRA’s, 401(k),
Annuities, etc.
Investment Planning:
Asset Allocation, Diversification, Risk Assessment, Portfolio
Management
Financial Planning:
Asset Protection, Long-Term Care, Life Insurance, Business
Succession Planning
College Planning:
529 Plans, Education IRAs, Financial Aid Programs
Estate Planning:
Wills, Trusts, Intergenerational Wealth, Charitable Giving,
Family Limited Partnerships
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