Our Mission Is To Enhance "The Quality Of Life" For Those We Serve.
As with most other things in life, the key to achieving your long-term financial objectives is planning. Your goal may be to fund your children’s college education, protect your family during your working years, or guarantee your own retirement security. These things won’t happen by accident. It’s important to determine what you’d like to achieve financially and then map out a strategy that will help you meet those goals. The good news is that it’s never too late to start.
Of course, planning your financial future can be intimidating. Luckily, you don't have to do it alone. We are trained professionals who can help you identify your financial needs and then determine which insurance and financial products can best help you meet your objectives.
Please use our Web site as a resource, and do not hesitate to contact us for additional information or to schedule a meeting. Thank you for your interest.
Click here for other important links:
The Nautilus Group
MainStay Funds
NYLIFE Securities LLC
Independent Portfolio Consultants, Inc.
Scholar's Edge 529 College Savings Plan
Eagle Strategies LLC *
* This site is strictly for current clients of Ellis Insurance & Financial Group who have subscribed to E*Money Advisors Wealth Management Solutions services. E*Money Advisors, Ellis Insurance & Financial Group, New York Life or any of its subsidiaries are not affiliates.
Gordon D. Ellis, Jr. CLU®, ChFC® and Daryl R. Ellis, CFP® are agents collectively licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of Lousiana, Texas, Florida and Georgia. No insurance business may be conducted outside these states referenced.
Gordon D. Ellis, Jr. CLU®, ChFC® and Daryl R. Ellis, CFP® are Registered Representatives of and collectively offer securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency. In this regard, this communication is strictly intended for individuals residing in the states of Louisiana, Texas, Mississippi, Floridia, Missouri, North Carolina Virginia, Nebraska and Georgia. No offers may be made or accepted from any resident outside the specific states referenced.
Gordon D. Ellis, Jr. CLU®, ChFC® and Daryl R. Ellis, CFP® are also separately registered as investment adviser representatives under Eagle Strategies LLC, a Registered Investment Adviser, collectively offering advisory services in the states of Louisiana, Texas, Mississippi, Missouri and Georgia. As such, these services are strictly intended for individuals residing in these states.
Ellis Insurance & Financial Group is not owned or operated by NYLIFE Securities LLC or its affiliates. Neither Ellis Insurance & Financial Group, its employees nor NYLIFE Securities LLC or its subsidiaries render tax, legal or accounting advice. Please consult your professional advisors regarding your particular situation.
Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete initial and ongoing certification requirements.
