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How We Can Help

Financial Guidance For the Long-Term

At The Ellis Group, Inc. we believe everyone needs a financial plan in order to set, pursue, and reach their goals. We strive to help clients identify appropriate and realistic financial objectives and develop a plan so they can pursue them. We understand that each client’s needs and goals are unique. As a result, we are dedicated to creating customized strategies that fit the client’s circumstances and can grow with them through the many milestones of life.

Many individuals and families aren’t armed with a financial plan because they don’t know where to start. They may also worry that a large firm can’t provide them with individual attention. We seek to solve this problem by working closely with our clients and developing strategies that can withstand fluctuations in the markets and unexpected life events.

As an independent firm, we strive to serve as a team that clients can trust to provide objective advice and trusted guidance. We can help answer questions clients may have, such as:

  • When can I retire?
  • What’s the risk in my investment portfolio?
  • What are the elements of a suitable retirement strategy?
  • Should I consider life insurance for my family?
  • How can I create a steady stream of income that lasts through retirement?
  • How can I get the most out of my 401(k) and/or IRAs?

By offering education and guidance, our aim is to help clients make wise investment decisions and pursue financial independence.