Personal Services

We’re here to help you achieve your goals as simply and effectively as possible, and we do that in a number of ways. Once we understand what you want out of life, we’ll identify specific strategies that help protect your wealth and your family, as well as build your assets. Then, as you live your life, we’ll help you implement those strategies at the right times. Below are some of the ways we help people protect and maximize their wealth.


  • Family Protection

  • Wealth Management and Retirement Planning

  • Estate & Legacy Planning

  • 401(k) and IRA Rollovers

  • Disability and Extended Care Needs

  • Charitable Planning and Philanthropy

  • Special Needs Planning

  • Income Tax Strategies

  • Working with AARP

  • Charitable Corner

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.

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.

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.

401(k) and IRA Rollovers

When you leave a job or retire, you have a decision to make regarding your 401(k) money. While leaving those assets in the former employer's plan is an option, a rollover can be a consideration. Working with your tax advisor, we can help you determine the right course of action for you. This may include: leaving the funds in your existing plan, if permitted, or rolling them into your new employer's plan, if one is available and rollovers are permitted. Each choice offers advantages and disadvantages, depending on your specific needs and retirement plan, such as the desired investment options and services, applicable fees, expenses, and withdrawal options, as well as required minimum distributions and tax treatment of applicable options.

Disability and Extended Care Needs

To execute a sound retirement strategy, asset and income protection are a must. Designing a plan that encompasses managing costs for extended periods of care and disability insurance can help create the necessary balance in a portfolio to ensure stability and protection of assets.

Charitable Planning and Philanthropy

Charitable planning and philanthropy allows you to support the organizations and causes that matter to you, while often providing immediate income streams and reducing your tax burden. Numerous charitable giving strategies exist, and we can help you design and execute a charitable giving strategy that is in alignment with your personal and philanthropic goals. Please seek tax advice from your own tax advisors.

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