James Elios

Background

About James Elios

Most Executives spend their working lives in their career, while in turn their personal finances take a backseat. This often leaves them ill-prepared for the future. We help Executives integrate & maximize their financial plan, navigate the challenges of a timely retirement and build generational wealth.Elios Financial began 26 years ago with a radically simple idea about what a wealth advisor should be: it’s someone who takes the time to understand a client’s goals and dreams then integrate and align their wealth and all aspects of their life with that vision. For over two decades that’s what we’ve done – we’ve built deep and meaningful connections with our clients and guided them through life’s most vital decisions. We have dedicated ourselves to helping our clients succeed, and we bring our extensive skills and resources to bear in providing comprehensive wealth management and liability management services tailored to the unique needs of highly successful individuals, their families, and businesses over time. Our goal is to build long-term relationships by helping our clients Envision their dreams, and by Enlightening them to make informed financial decisions through education and service which ultimately Enriches their lives.Have you thought about: Are you currently on the path to retiring on time? Have you recently assessed your portfolio to see how it would perform if we were to face another market downturn? When it comes to retirement have you gone over the best and worst case scenarios in order to retire comfortably and maintain your desired lifestyle? Do you have a clear understanding of your entire financial picture into one comprehensive plan? Is the majority of your retirement assets locked in a 401K or a company stock that will be subject to an increasing taxation as the account grows over time? Is your net worth heavily concentrated in company stock and you're not sure how to diversify it? Are you concerned about potentially losing your job and the loss of lifestyle that comes with it? Are you abreast of the new tax regulations that may impact how your retirement income is distributed and taxed? Are you concerned about preserving and passing on your wealth to future generations? Do you know if you have taken advantage of all tax planning opportunities?These are some of the many challenges we help our clients overcome. We help our clients prioritize and plan for retirement and navigate the complexities of intergenerational wealth. Contact: Email: jim@eliosfinancial.com.Phone:(440)-617-9100