Our Process

At Ellis Insurance & Financial Group, we put not only our own considerable experience to work on your behalf, but also the knowledge of the elite team of The Nautilus Group® professionals experienced in taxes, law, life insurance, accounting, and philanthropic planning. This coordinated approach helps ensure that all areas are considered in order to formulate the right course of action for you.

Getting Started

When we first meet, our priority is getting to know you. We’ll ask what brought you here, what you expect from financial planning, and where you want to be in the future. From there, we’ll dig a little deeper into your current situation so we can develop recommendations to help you achieve your goals.

Working Together

Once we make our initial recommendations, we’ll go over any questions or concerns you have about your financial plan. We’ll make adjustments as needed and ensure you’re comfortable with our proposed strategies. From there, our team will help set up your account and work closely with you to ensure you have everything you need to move forward with confidence.

Living with Peace of Mind

Once we help you put your plan in place, you get to sit back and enjoy life! We keep in touch regularly, adjusting your strategies as your goals change, and we monitor your progress to ensure you stay on track as you grow. Our goal is to make wealth management as simple and turnkey as possible to help give you the peace of mind that comes with a thoroughly cultivated plan and the freedom that comes with knowing someone you trust is looking out for you.

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