Ellis Financial Group | Who Do We Help?



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

Who Do We Help? Receive Newsletter via e-mail Financial Planning--Helping You See the Big Picture		Who Do We Help? Our clients are looking to retire with dignity. They want the confidence of knowing that their financial future is defined and they know what to expect. Their futures - and their financial health - are important to them. However they have little interest in reading The Financial Times or becoming day traders. This is where we step in for our clients to help them with financial counsel that is considered informed and personal. Our clients are goal oriented, moving toward accomplishing these things is important to them. They want our assistance in coaching them with achieving their goals and keeping them on track. Our clients are family oriented. They care about their children, their parents, their extended families, their neighbors, and their community. Our clients look to us for leadership. They want our opinions. They hire us for the difficult times and also to help them in the good times. They look to us to help simplify the complex financial infrastructure that currently exists. Our clients are loyal to us as we are to them. They love the fact that we put their interest above our own.
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