Our Services

Preserving and growing your financial wealth requires sound counsel and expertise in a number of areas and Ellis Insurance & Financial Group  can offer you and your family a broad range of services.

Business Succession and Exit Planning

Your life’s work is often one of your most valuable assets. We’ll help you find ways to protect that asset and ensure its viability well into the future.

Estate and Legacy Planning

Through collaboration with you and your other advisors, we can assess the impact of state and federal taxes on your estate and suggest strategies designed to minimize those taxes, while meeting your personal philosophies and family needs.

Executive Benefits

Most businesses are successful due in large part to talented executives. At Ellis Insurance & Financial Group, we can suggest a variety of benefit packages to help you retain key employees and attract new ones.

Family Protection

We help you identify financial strategies and retirement income plans that can help you accumulate assets for the future, shield your business and personal assets from liabilities, and safeguard asset transfer to children and grandchildren.

Philanthropy

We can help you design and execute a charitable giving plan that can meet your personal and philanthropic goals while minimizing your tax burden.

Wealth Management and Retirement Planning

Ellis Insurance & Financial Group designs and implements a variety of accumulation and retirement income plans, offering  insurance products, investment programs ranging from separately managed portfolios of stocks and bonds to mutual funds,  and access to third-party wealth management programs. We offer a consistent process to ensure management of investment assets according to your risk tolerances and expected returns investment goals. We then monitor your plan on a continual basis, and adjust and evolve as your needs change.