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Connecting People to Their Future Financial Planning for the Long-Term Utilizing a Collaborative Approach Guidance Through Life’s Milestones
The Ellis Group Team

Our Team

We leverage our experience and knowledge to help clients pursue financial independence. Working as a team, we believe a collaborative approach can yield greater results.

Comprehensive Services

Offering complete financial planning services, we work with our clients to understand their unique needs and individual goals, developing a financial strategy tailor-made for them.

Client Commitment

We understand planning for the future can be intimidating. We strive to help our clients feel confident in their strategies, offering insight, education, transparency, and personal care.  

Helpful Content

A Fruitful Retirement: Social Security Benefit

A Fruitful Retirement: Social Security Benefit

Taking your Social Security benefits at the right time may help maximize your benefit.

The Investment Risk No One’s Ever Heard Of

The Investment Risk No One’s Ever Heard Of

You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.

Understanding Extended Care

Understanding Extended Care

Understanding the types of extended care services—and what those services could cost—may be critical.

 

Personal Finance Calendar

Use this handy calendar to remember the year’s most important financial dates.

Can I Create a Roth if I’m Over the Income Limit?

Use this article to start conversations about the “backdoor” Roth IRA strategy.

How the Federal Reserve Works

Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.

Retirement Income and the Traditional Portfolio

Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.

A Taxing Story: Capital Gains and Losses

Understanding how capital gains are taxed may help you refine your investment strategies.

AI Tools Changing Retiree Entrepreneurship

The impact that Artificial Intelligence (AI) tools can have on retirees with a consulting or small business venture.

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Credit Card Payoff

Find out how long it may take to pay off a credit card balance and what it costs in interest.

Lifetime of Earnings

Estimate how much you may earn over your working years based on your current income.

Long-Term-Care Needs

Estimate potential long-term care costs and what coverage may help address them.

The Power of 401k Catch-Ups

See how catch-up contributions after age 50 could significantly boost your retirement balance.

Taxable vs. Tax-Deferred Savings

Compare how the same contribution grows differently in taxable versus tax-deferred accounts.

How Can I Save a Million Dollars?

See what it takes in monthly contributions and time to reach a million-dollar savings goal.

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How Cash Apps Work

Peer-to-peer payment apps are one of the newest ways to send money.

Retirement and Quality of Life

Asking the right questions about how you can save money for retirement without sacrificing your quality of life.

Once Upon a Goal

Do you know how to set up your financial goals for success? This knight does.

What You Need to Know About Social Security

Every so often, you'll hear about Social Security benefits running out. But is there truth to the fears, or is it all hype?

Rightsizing for Retirement

What does your home really cost?

The Power of Tax-Deferred Growth

Why are 401(k) plans, annuities, and IRAs so popular?

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