Can your investments stand another 10 years like the past 10 years?

HAVE CONFIDENCE IN WORKING WITH A LEADER THAT UNDERSTANDS YOUR NEEDS.

"A plan is the key to your success. Your investments are the servant to that plan."
    - Marvin Ellis

Wealth Management Process
Download Our Wealth Management Process
Our advisors work hard to understand your specific situation. Once we have distinguished your unique position, a realistic plan will be designed to meet your objectives, work toward your goals and suit your attitude regarding risk. Once we agree upon the plan, it can then be implemented and managed by our team.

Our Wealth Management Process

To help you achieve financial independence, we have a Wealth Management Process. See what each of our meetings will cover and the time period to get you integrated into our processes. Download our Wealth Management Consultative Process.

Our Wealth Management Process covers four areas:
Wealth Management

Each Wealth Management area goes through these six steps




Discover the personalized approach that the Ellis Financial Group team can use to help you on the road to a Life Well Planned.

Give us a call:

Local: 801.295.7373
Toll Free: 888.995.7373
Email: contact us here

GET A SECOND OPINION
Understand
We begin by getting to know you and your family while gathering information about your current circumstances, your future goals, your concerns and aspirations.
Analysis
Knowing you, we'll carefully evaluate each of your needs and goals to identify appropriate investment products and strategies.
Recommend
When we have a sound understanding of your needs and goals, and have identified the solutions to help address them, we'll present a structured customized long-term plan designed to achieve your objectives and grow with you into the future.
Educate
Education is a key part of our firm. We believe the more you understand the various components of your plan the easier your decisions will become. Along with education we have our client guarantees.
Implement
We will present to you your customized plan. After you’ve reviewed it and we’ve thoroughly answered all of your questions, we’ll make any necessary refinements and, with your approval, put your plan into action.
Review
Once implemented, the task begins of tracking your plan's success, continually reevaluating its structure based on changes in the markets and in your life, and making adjustments as necessary. We'll continue to work closely with you, your CPA and attorney to help ensure your plan supports your needs and goals well into the future.


Loading...
HOME    |     WHO WE SERVE    |     WHY CHOOSE US    |     RESOURCE CENTER    |     CAPTAIN'S LOG    |     SITE MAP    |     INVESTOR ACCESS    

Office: (801) 295-7373    |     Fax: (801) 295-7474    |    533 West 2600 South, Suite 210 dot Bountiful, UT 84010
© 2008 - 2013 Ellis Financial Group Text Size:
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. You should discuss any tax or legal matters with the appropriate professional.
Raymond James Privacy Notice