Ellis Financial Group | Stage 3: The Personal Navigation Plan



HOW WE CREATE VALUE Business Planning 1: The Retirement Plan Appraisal^TM 2: The Retirement Plan Efficient-mizer^TM 3: The Fiduciary Safe Harbor^TM 4: The RFP Director^TM 5: The Education Experience^TM 6: The Radar Report^TM 7: The Business Navigator^TM Personal Planning 1: The Chart Your Course Celebration^TM 2: The Investment Vision Educator^TM 3: The Personal Navigation Plan^TM 4: The Bon Voyage Experience^TM 5: The Lighthouse System^TM Why Use a Financial Advisor Why Choose Raymond James Different by Design WHAT WE ARE Our Team Raymond James Advisors Marvin O. Ellis Sr., CLU Branch Manager Marvin T. Ellis Jr. Financial Advisor Professional Staff Melissa Ellis Investment Executive Sandy Hunter Marketing/Administrative Assistant Jolyn Ellis Payroll Specialist Our Privacy Statement WHAT WE DELIVER Education Putting Market Volatility in Perspective Estate Tax Changes under the 2010 Tax Relief Act Rising Interest Rates & Your Portfolio 529 College Savings Plans Market Commentary and Research Our Economic and Market Update Video Raymond James Investment Quarterly Newsletter "The Compass" - Our Newsletter Other Newsletters & Views Capital Market Reviews Small Business Dimensions Our Services Raymond James Market Analysis Market Commentary and Research Bond Market Commentary and Analysis Weekly Commentary by Dr. Scott Brown Weekly Technical Commentary by Art Huprich Economic Commentary Investment Strategy Professionally Speaking Equity Research Additional Research Areas Market Numbers Capital Markets Resources CAPTAIN'S LOG

View our Economic and Market Update Video

We'll take you through our disciplined four step process to manage risk. We will create a financial plan designed to help you reach your goals and create a diversified portfolio. We help you avoid surprises that can negatively impact your investments. We'll also develop a tax efficient approach with your portfolio.

What we do!

Establish a written game plan
Define your portfolio
Evaluate tax efficient funds
Establish insurance, college or estate needs
Analyze financial plan, Monte Carlo, Fund Comparison and Morningstar Reports
Create your Investment Policy Statement (IPS)

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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.