Ellis Financial Group | Sample Reports



HOW WE CREATE VALUE Business Planning 1: The Retirement Plan Appraisal^TM 2: The Retirement Plan Efficient-mizer^TM 3: The Fiduciary Safe Harbor^TM 4: The RFP Director^TM 5: The Education Experience^TM 6: The Radar Report^TM 7: The Business Navigator^TM Personal Planning 1: The Chart Your Course Celebration^TM 2: The Investment Vision Educator^TM 3: The Personal Navigation Plan^TM 4: The Bon Voyage Experience^TM 5: The Lighthouse System^TM Why Use a Financial Advisor Why Choose Raymond James Different by Design WHAT WE ARE Our Team Raymond James Advisors Marvin O. Ellis Sr., CLU Branch Manager Marvin T. Ellis Jr. Financial Advisor Professional Staff Melissa Ellis Investment Executive Sandy Hunter Marketing/Administrative Assistant Jolyn Ellis Payroll Specialist Our Privacy Statement WHAT WE DELIVER Education Putting Market Volatility in Perspective Estate Tax Changes under the 2010 Tax Relief Act Rising Interest Rates & Your Portfolio 529 College Savings Plans Market Commentary and Research Our Economic and Market Update Video Raymond James Investment Quarterly Newsletter "The Compass" - Our Newsletter Other Newsletters & Views Capital Market Reviews Small Business Dimensions Our Services Raymond James Market Analysis Market Commentary and Research Bond Market Commentary and Analysis Weekly Commentary by Dr. Scott Brown Weekly Technical Commentary by Art Huprich Economic Commentary Investment Strategy Professionally Speaking Equity Research Additional Research Areas Market Numbers Capital Markets Resources CAPTAIN'S LOG

Equity Research

Additional Research Areas

Market Numbers

Capital Markets

Resources

View our Economic and Market Update Video

Our Services

Business Client

Evaluate Plan Progress and Growth
401(k) Plan Cost Analysis
Maximize Plan Efficiency and Compliance
Fiduciary Compliance Review
Investment Policy Statement Review
Investment committee Responsibility Review
Self-Assessment of Fiduciary Excellence (SAFE)
DOL Audit Preparation Review
Employee Communications Strategies
Individual and Group Meetings
Investment Fund Line-up Review and Analysis
Key-man Protection
Buy-sell Structuring and Funding
Business Owner Exit Strategy

Personal Client

Comprehensive Financial Planning
Personal Navigation Organizer
Investment Planning
Fee-based Accounts
Personal Retirement Planning
Insurance & Annuities
Goal Tracking and Monitoring
Trust Services & Estate Planning
Investment Banking
- 24-hour Advisor & Account Access
Succession Planning

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