You've dedicated your life to helping OTHERS
Now let us help YOU
Retirement is a significant milestone in one’s life.
At Elios Financial Group, we understand the many concerns individuals and families face as they prepare for retirement. Our mission is to help you feel confident about your future and pursue your vision of a comfortable retirement. Our goal is to help make that transition more manageable and less stressful by building a personalized retirement strategy and offering ongoing support, objective advice, and objective guidance.
Why Choose Elios?
James Elios opened shop in Westlake, Ohio in 2002 and has been serving the people of Northeast Ohio ever since. To this day, we are still dedicated to serving the unique needs of pre-retirees and retirees in the evaluation, analysis and implementation of a well-conceived financial, retirement and investment plan. We believe in building lasting relationships with our clients to make the most of what we do for them.
How We Can Help You
Coordinating Your Cleveland Clinic Retirement Plan
The Cleveland Clinic offers several different plans for retirement. Their options include the following:
- Investment Pension Plan (IPP)
- 403(b) Savings & Investment Plan (SIP)
- Frozen Pension Plan (FPP)
Our advisors have experience with these plans and can help you capitalize on your choice. We want to get you the most out of your retirement while still mainaining peace of mind.
Managing Your Cleveland Clinic Health Plan
There are certain eligibility requirements you must meet in order to have a health plan through the Clinic. We have taken the time to understand and keep up to date on these requirements so you can know exactly where you stand if you think a health plan is right for you.
Join Our Family Today
We would love to get to know you more with a complementary consultation! Our advisors believe meeting in person is the most effective way to get you the most out of your visit. You may contact the office directly at (440) 617-9100, or feel free to stop into the office with any questions you have! We are located at 30700 Center Ridge Rd. in Westlake, Ohio. Click the following link to take your first step towards a tailored financial plan, as well as your first free consultation!
ENVISION | ENLIGHTEN | ENRICH
Elios Financial Group, Inc.