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Sample Reports

Below is a list of some of our unique reporting functionality available through Ellis Financial Group and Raymond James. If you would like a sample of one of our unique reports, please contact our office.
Business Client Reports
  • Benchmark Comparison of Vendors Report
  • Plan Review
  • Radar Report TM
  • Fiduciary Compliance Review
  • Investment Policy Statement
  • Investment Committee Responsibility Review
  • Self-Assessment of Fiduciary Excellence (SAFE)
  • RFP Provider Analysis and Benchmarking
  • Employee Wealthcard Report
  • Quarterly Morningstar Defined contribution Plan Report
Personal Client Reports
  • Personal Navigation Organizer
  • Light House Report
  • Risk Tolerance Report
  • Portfolio Performance Report
  • Financial Plan
  • Investment Percentage Required for Retirement
  • Your Dangers, Opportunities and Strengths Analysis
  • Goal Tracker Report
  • Account Rebalancing Report
  • Morningstar Snapshot Reports
Report Preview

"You must think of failure and defeat as the springboards to new achievements or to the next level of accomplishment."

- Les Brown

To see other highlighted reports click here
Compliance Review Notes

On the right hand side as indicated we will random a report

Personal Navigation Organizer
Most people keep their important documents scattered among various places--for example, savings bonds in a home safe, wills at an attorney's office, deeds in a bank safe-deposit box, and tax records in a home office filing cabinet. This random filing system can make it difficult to find these documents in the case of an emergency. We've come up with a solution--the Personal Navigation Organizer.

Radar Reports
The Radar Report TM is step 6 of our Retirement Navigation Solutions TM. This report is designed to assist in the review process of the 401(k) investment fund line-up. Market detail, advisor comments and the fiduciaries decisions are tracked in the report for the purpose of

Lighthouse Reports
As part of our investment review process for our personal clients we have and business clients

Portfolio Performance

Financial Plan

Goal Tracker
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Securities offered through RAYMOND JAMES FINANCIAL SERVICES, INC., member FINRA/SIPC.
Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.