Experience the Difference
1. Independent and Objective
Elios Financial Group is truly an independent firm. Through the resources of LPL Financial, we have the ability to provide an unbiased perspective and the most honest and objective recommendations that will benefit you by eliminating any conflict of interest. We have no loyalty to a company or a company product. This allows us to make recommendations that are truly in your best interest.. In addition, we spend a great deal of time to analyze a Diagnosis, before we ever make a Prescription.
2. Fee Based
Financial planning services are paid for on a flat fee or an hourly basis, rather than on a commission basis, in order to eliminate potential conflicts of interest. This means we represent you and your interests when giving you advice.
3. Comprehensive Financial Planning
Elios Financial Group will simplify and organize your accounts and documents, which you can access 24/7 on your personalized, encrypted website included with your advanced planning package. Wealth Vision
4. Experienced and Credentialed
With over 20 years in the financial services industry, Jim Elios also has earned his Master of Business Administration and the Chartered Financial Consultant and Chartered Life Underwriter designations.
5. Discipline Investment Process- Do you or your current advisor have a SELL Discipline?
Buy and Hold is Dead – Advance and Protect Process