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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

How Long Will Your Money Last?

How Long Will Your Money Last?

See how long a lump sum of savings could last based on your withdrawal rate and return.

Student Loan Refinance Calculator

Student Loan Refinance Calculator

Compare your current student loan terms to a potential refinance to see if it makes sense.

When Do You Need a Will?

When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.

 

The ABCs of Zero Coupon Bonds

Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.

Silver Sneakers 101

Medicare’s popular program, offering free gym membership and health education.

A Bucket Plan to Go with Your Bucket List

Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.

Protection Against Uninsured Drivers

You’re hit by an uninsured driver. Now what? Are you protected against financial losses?

Do You Owe The AMT?

If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.

Who Is Your Trusted Contact?

This investment account question is vital and answered as early as possible.

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How Compound Interest Works

Explore how compound interest can grow your money over time with this interactive tool.

How Can I Save a Million Dollars?

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

Student Loan Payoff Calculator: Extra Payments Can Save You

See how extra payments toward your student loans could shorten your payoff timeline.

What's Your MPG?

Calculate your vehicle's fuel efficiency and see what you're spending on gas annually.

Bi-Weekly Mortgage Payments

See how switching to bi-weekly mortgage payments could reduce interest and shorten your loan.

Debt-to-Income Ratio Calculator

Calculate your debt-to-income ratio to understand how lenders may view your financial health.

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The Fed and How It Got That Way

Here is a quick history of the Federal Reserve and an overview of what it does.

Emerging Market Opportunities

What are your options for investing in emerging markets?

A Fruitful Retirement: Social Security Benefit

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

A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.

Jane Bond: Infiltrating the Market

Agent Jane Bond is on the case, cracking the code on bonds.

It Was the Best of Times, It Was the Worst of Times

All about how missing the best market days (or the worst!) might affect your portfolio.

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