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 529 College Savings Plans Estate Tax Remains In Flux Roth IRA Conversions Market Commentary and Research Newsletter Workshops/Seminars Our Services Resources CAPTAIN'S LOG

Equity Research

Additional Research Areas

Market Numbers

Capital Markets

Resources

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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