Services

Estate Planning
Property Insurance
Health Insurance
Life Insurance
Retirement Planning
Personal Insurance
Business Insurance
Disability Insurance
Home Insurance
Retirement Insurance Planning
Social Security Maximization
Annuity Reviews
Guaranteed Income
Social Security Income Maximisation
Medicare Solutions
Long Term Care Planning

Accreditations

Phone unverified
Mail unverified

Hours

By appointment

Contact Name

Elan

Business Address

10526 West Cermak Road, Westchester, IL 60154, United States, 60154 Get Directions

Area Served

Westchester, IL

About Greenline Financial Group

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.

Services available

Financial Planning4
- Annuity Reviews
  
  Are you seeking guaranteed retirement income or looking for an additional tax-advantaged way to save for retirement We have a broad selection of retirement annuity products designed to help fit your needs. Our highly trained professionals are ready to guide you and help you feel confident you're making the most suitable retirement planning decisions.
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- Estate Planning
  
  One overlooked aspect of estate planning, other than avoiding taxes is the fact that Insurance documents and other contracts may supersede the wishes you lay out in your will. Making sure all your beneficiary forms are in order, that you are transferring your assets in the most tax efficient manner, and that you have a continuity plan in place to ensure that your loved ones are taken care of while your estate is making it's way through the courts are all vital pieces of your plan.
  Request
- Retirement Planning
  
  At GreenLine Financial Group we believe that life is more than a paycheck. Our mission is to ease your worries and help you create a sound financial strategy that provides not only a steady paycheck for life, but a playcheck as well.
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- Social Security Maximization
  
  One of the most imperative decisions you can make in regards to your retirement is when to start receiving your Social Security benefit. There are pros and cons to delaying your benefit, as well as receiving it as soon as you become eligible - at age 62. We can help you navigate this process by showing you precisely what to do, and at what time, to maximize your Social Security Benefit.
  Request
Insurance6
- Critical Illness & Cancer
  
  This specialized insurance provides a lump-sum, tax-free payment should a policyholder suffer from certain specific critical conditions. Some 600,000 Americans now have this protection purchased on an individual basis or through a plan offered by their employer.
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- Disability Insurance
  
  If you fall and break your arm, accident insurance could provide a one-time cash payment to help with co-pays you might incur for treatment. If the broken arm meant that you could not work, you could then file a claim for short-term disability benefits in order to begin receiving weekly replacement income.
  Request
- Health Insurance
  
  Health insurance protects you from unexpected, high medical costs. You pay less for covered, in-network health care and get free preventive care (like vaccines, screenings, and check-ups) even before you meet your deductible.
  Request
- Life Insurance
  
  If you're looking for affordable life insurance coverage for a specific period of time, term life insurance may be right for you. Permanent life insurance offers many different options, you can find the right guarantees, flexibility and cash value options to fit your needs.
  Request
- Long Term Care Insurance
  
  Long-term care insurance policies reimburse policyholders a daily amount (up to a pre-selected limit) for services to assist them with activities of daily living such as bathing, dressing, or eating.
  Request
- Property Insurance
  
  Personal property coverage is the type of insurance that can help protect the items in your home, like your furniture. Your belongings are likely worth much more than you might think, and if they're damaged or lost, personal property coverage could help you cover the cost of replacing them. GreenLine Financial Group can also help insure you car, motorcycle, boat, or recreational vehicle.
  Request