20 years in accounting and finance showed me the same retirement mistakes over and over. I launched Elios Insurance Agency in 2025 to finally solve them — giving retirees a protected income floor designed to last a lifetime.

Protected lifetime income strategies for retirees 65+. Fixed indexed annuities, income riders, and protection planning that creates a personal pension designed to last as long as you live.
Expert tax preparation and planning from an IRS Enrolled Agent with 20+ years of accounting experience. Individual returns, small business, and strategic retirement income tax planning.
No obligation. No pressure. Just a clear picture of your income options and what it takes to protect your retirement — for life.
After two decades in accounting and finance, I kept watching the same problem play out — retirees with solid savings who still weren't protected against the risks that actually end retirements.
In 2025, I launched Elios Insurance Agency to close that gap. As an IRS Enrolled Agent with deep accounting roots, I bring a perspective most insurance agents don't have.
My Full Story →
Founder, Elios Insurance Agency
20+ Years Accounting & Finance
Licensed Insurance Professional
Schedule your free 30-minute Retirement Income Review. No obligation, no pressure — just clarity on where you stand.
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