James T. Elios, MBA always dreamed of helping people reach their financial goals. He began his financial career by working for National City Bank in 1988, returned to school to earn his Master's degree, and afterward honed his skills with a large insurance and investment firm. In 1995, James founded Elios Financial Group Inc., and in 2002 moved his office to Westlake. We met with James recently, and listened as he outlined the services his company provides;

Elios Financial Group Inc.is a financial planning firm specializing in wealth advisory services including retirement and investment planning. We're retirement planning specialists and strive to help you discover opportunities to maximize your income, generate better returns on your savings and investments, and structure your financial life so you can leave an inheritance for your children.

Through broker-dealer Linsco/Private Ledger, the largest independent network of financial advisors in the country, we have the resources of a very large organization while remaining independently owned and operated. We research and offer plans from the best financial companies in the industry, and unlike other financial advisors, we don't try to fit you into a proprietary product. We enjoy the freedom to help you select from the best investment managers and services available.

At Elios Financial Group Inc., we realize that your financial situation is unique. We strive to become familiar with you and your financial objectives before making recommendations, and take pride in developing solutions based entirely on your individual needs. Our goal is to build long-term relationships. Rather than structure our fees on a transaction-based model, we prefer a performance-based approach so our success is directly linked to the success of your investments.

We provide free, no obligation consultations and welcome the opportunity to meet with you, learn about your situation, and determine if we can help. There's no cost to get together to discuss available financial opportunities, and the potential rewards can have a pronounced effect on the financial future of your entire family.

There's nothing more important than your family's financial future. Call Elios Financial Group Inc. today, and don't forget to tell them The Advocate sent you!

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