James T. Elios, MBA LPL Financial Services
Elios Financial Group, Inc.
Westlake, Ohio
Elios Financial Group, Inc. is a local
and independent financial planning and investment firm dedicated
to providing objective, unbiased financial advice to individuals
and families and is a trusted source of advice for accumulating
and managing personal wealth. Jim Elios is committed to providing
personalized service to individuals and families in building,
protecting and preserving their assests 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.
Jim is president of Elios Financial Group, Inc. and local
branch manager and registered principal of Linsco Private Ledger
(LPL Financial Services), the nation's leading broker-dealer.
LPL is America's No. 1 independent brokerage firm - with more
that 6,000 registered representatives, based in more than 3,000
branch offices nationwide.
Wealth Management Philosophy: Our dynamic total wealth management approach
is customized to meet your unique financial needs and objectives.
We follow a comprehensive five step process designed to determine
the optimal approach to manage your assets.
What Can a Financial Adviser Do For You:
» Determine
your current financial situation by examining your
assets, income, and lifestyle needs
» Recommend
specific investments to help meet your long and
short term financial goals
» Provide
ongoing portfolio management that responds
to your changing goals, market fluctuations, and
tax laws
» Provide
security in knowing that your financial interests
are being taken care of
» Help you
understand your tolerance for risk and build upon
your financial strengths
» Implement
your financial plan, monitor performance, and rebalance
your portfolio when necessary
» Be available
for your questions in the event of a sudden change
in your financial situation
» Create a diversified
portfolio of investments that adhere to your social
and financial interests
» Make objective investment
decisions based on research and investment analysis
rather than emotion
» Develop an asset allocation
strategy that fits your time horizon and available
resources
» Help you avoid short-term
investment decisions and build wealth over the
long term
Personal Information & Community Involvement I have lived in the area for over 30 years. Together with
my wife, Solveig and 1 child, I am active in numerous community
organizations, including:
• The Cleveland Plain Dealer "Ask
the Expert" columnist
• Westshore Chamber of
Commerce
• St. Demetrios Church
• North
Olmsted High School Graduate
• Avon Lake Resident
Securities
offered through LPL Financial - Member FINRA,
SIPC
