At Elios Financial Group, our unique principle Envision, Enlighten, Enrich guides everything we do. We’ve designed service packages around these principles to meet your financial planning needs. In tiers, they offer you as little or as much financial planning assistance as you need for where you are in your life.
Our signature financial planning service offering, the Envision Financial Plan combines features and services to give you the most exceptional value. This is your plan. It’s dynamic and designed to grow and evolve as a representation of you. This comprehensive financial plan gives your recommendations based on our analysis of your asset allocation, retirement planning, college funding, and investments. Your goals, risk tolerance, time horizons and attitudes direct your financial plan. Typical areas of focus may be cash-flow management and forecasting, portfolio risk profiling, real estate strategies, tax planning, or estate concerns.
You’ll receive access to your personal planning and accounts website. This lets you organize and track your accounts. You’ll also receive a printed version in a binder.
For those who want to focus on one area of your financial planning, the Comprehensive Financial Plan will serve you well. The process begins with a general snapshot of your financial situation. We then move to help clarify your main area of concern and provide the resources to develop a general assessment of your situation with options to see the improvements you want.With this financial plan, you receive an objective evaluation and assessment of a focused area of your finances.
The Second Opinion Assessment is designed to give you an easy way to see what it’s like to work with us. You’ll receive an objective, no-obligation evaluation of a broker recommendation, your existing plan, a financial product, or a specific financial situation.
If you’re interested in a more hands-on offering, the Technology-Only Plan is a subscription plan that gives you access to robust, industry-leading tech tools and financial account aggregation services for a monthly fee. Financial planning is crucial if you’re to meet your financial — and life — goals. We’ll create a financial plan to prioritize your goals, including preparing for retirement, saving for a vacation home, or financing your child’s college education. The best way to determine which plan is right for you, is to talk to an Elios Financial Advisor.