Elios Financial Group is truly an independent firm. Through the resources of TD Ameritrade Institutional and our broker-dealer, Private Client Services, we have the ability to provide an objective perspective and the most honest financial recommendations that will benefit you. 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.
Financial planning services are paid for on a flat fee or an hourly basis, rather than on a commission basis, in order to alleviate potential conflicts of interest. This means we represent you and your interests when giving you advice.
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. eMoney
Click here to: Enlighten Your Financial Life®
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.