Ellis Financial Group | Stage 5: The Lighthouse System



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

View our Economic and Market Update Video

We continuously monitor money managers to make sure they meet our strict requirements. We help you keep on track. We have a structured review process, complete with investment watch letters and economic updates to help you understand and steer clear of the dangers.

What we do!

Maintain objectives and goals
Rebalance and monitor of funds
Prepare Portfolio Performance and Watch Letter Reports on the funds you own
Provide periodic updates on markets and economy
Hold regular reviews with you

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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.