Ellis Financial Group



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

Who Do We Help? Receive Newsletter via e-mail Financial Planning--Helping You See the Big Picture		We are a Wealth Management Firm, which means we focus on all aspects of your life, not just portfolio construction. Our clients come from many areas but our emphasis is on those individuals who are within 10 years of retirement. With over 30 years of experience built into our process and services, you are about to experience something different. "Where there is no vision, the people perish." - Proverbs 29:18 Having a plan for retirement is the key to your success. Your investments are the servant to that plan. The right plan sets you up to live your life in dignity, fulfilling your aspirations, your dreams and creating a legacy that can go on for generations. You may have a lot of questions and Ellis Financial Group is prepared to help you find the answers and create an active plan. Retirement is not a single date, but a jumping point into a new life. The most important part of retirement is all the days that come after day one - because today's retirees are more active, more complex and live longer than ever before. At Ellis Financial Group we approach Wealth Management planning with patience, discipline and reason. We filter out the things we can't control, carefully analyze the things we can and help you develop a unique plan that you can actually use for your goals - from day one. "Insanity is doing the same thing over and over again and expecting different results." - Albert Einstein It is time to stop the insanity and try something different. It is time for something better. It is time for Ellis Financial Group.
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Home \| Site Map \| Captain's Log \| How We Create Value \| Who Do We Help \| Workshops / Seminars Office: (801) 295-7373 \| Fax: (801) 295-7474 \| 533 West 2600 South, Suite 210 Bountiful, UT 84010 © 2008 - 2012 Ellis Financial Group Text Size:

Securities offered through RAYMOND JAMES FINANCIAL SERVICES, INC., member FINRA/SIPC. Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.