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Greenline Financial Group,

10526 West Cermak Road, Westchester, IL 60154View on Map

Description

Elan Surendran has been helping people with their financial well-being since his start in the financial industry in 1995. With a sound commitment to client education and relationship building, Elan has had the opportunity to work with, and help, many clients-individual & small business- through his tenure. They?ve seen the value of associating with a 20 plus year veteran getting sound investment advice and receiving hands-on service as a valued client.Elan has been involved with many aspects when it comes to investing for individuals and small businesses. He is an accomplished speaker and has facilitated many financial management workshops, educating thousands of people about the opportunities, as well as the common mistakes and pitfalls, inherent in the investment/financial arena.Elan has extensive experience with Social Security claiming. He has a unique insight and education for finding the best time to claim Social Security and has helped many near retirees and retirees with this most important financial decision.Elan?s approach to investing is fairly simple. It is to match the prospective client?s risk tolerance, time horizon, and specific financial goals with the most similar, overlaying, investment/financial strategy. Full disclosure and asking questions are both important elements in each of Elan?s meetings. His ability to take a very complicated subject and relate it in everyday language enables the investor to really appreciate and understand the benefits of their specific financial plan.

Basic Details

  • Financial Planning
  • Retirement Planning, Estate Planning, Life Insurance
    Retirement Planning, Estate Planning, Life Insurance, Retirement Insurance Planning, Health Insurance, Personal Insurance, Business Insurance, Disability Insurance, Home Insurance, Property Insurance, Social Security Maximization, Annuity Reviews, Guaranteed Income, Social Security Income Maximisation, Medicare Solutions, Long Term Care Planning
    ... Read MoreRead Less
  • 15 - 20 Years
  • 10526 West Cermak Road
  • By Appointment

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