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What We Do

Help You Achieve Your Financial Goals and Objectives

As you think about your goals and the future – whether it is maintaining your current standard of living, ensuring a comfortable retirement, or leaving a legacy for your family – it becomes clear that sound and reliable guidance along with a comprehensive plan is needed to help you meet your objectives.

Financial Planning and Guidance: A Blueprint for Your Financial Success

By keeping your goals in mind, we are able to create a custom plan specifically designed to help you meet your future objectives. Once a plan is developed, we have the tools necessary to execute that plan. One of the benefits of being an independent financial advisor is our access to almost any product or service that may be required to assist you in accomplishing your goals.

Our Comprehensive Holistic Financial Planning and Guidance Includes:

  • Organizing Finances/ Establishing Objectives
  • Goal Setting
  • Creating and Implementing Budgets
  • Review of Employee Benefits (401(k), Defined Benefits, 403(b), etc.)
  • Managed Fee Based Accounts
  • Tax Advantaged Investments
  • 401(k) and Pension Rollovers and Management
  • Education Savings Plan
  • Investment Portfolio Review and Analysis
  • Strategic Asset Allocation
  • Exchange Traded Funds (ETFs)
  • Variable/ Indexed/ Fixed Tax Deferred Annuites
  • Mutual Funds/Individual Stocks and Bonds
  • Real Estate Investment Trusts, Direct Participation Programs, Limited Partnerships
  • Life Insurance Review and Needs Analysis
  • Advanced Tax Planning and Tax Preparation
  • Estate Planning Services (Trusts, Durable Powers of Attorney, Wills)
  • Property and Casualty Insurance Review and Services (Auto, Home, Renters, etc.)

Our Disciplined Investment Approach:

At Ellis Advisory Group, we thoroughly analyze your personal situation, determine your risk tolerance and assess market conditions to develop an investment plan that utilizes a comprehensive wealth management approach to help you achieve your financial goals and objectives.

The EAG Approach

  1. We help you determine your Financial Goals and Objectives so that they are realistic, measurable, and achievable.
  2. We determine realistic Financial Time Horizons.
  3. We assess your Risk Tolerance.
  4. We create Investment and Asset Allocation Strategies designed specifically for you and your family’s needs.
  5. We perform a Comprehensive Review of your current financial situation, including: retirement accounts, investment accounts, life insurance, and estate plans. We will work with your other trusted professionals to assure cohesiveness when it comes to your financial well-being.
  6. We offer continued and consistent Guidance, Advice and Monitoring of your financial plan and assets. We meet with you to review your investments to ensure that you reach your goals and objectives. We will make recommendations to your portfolio and asset allocations based on changes in the market, economy, tax laws, your employment, income, health, or any other major life events.

We pride ourselves on creating long-lasting relationships with our clients by providing trusted advice, exceptional service, and dedication to serving all of our
clients needs.