Financial Planning by Ellis Insurance
No-fee Financial Analysis
Turned on the lights lately? It’s a simple task which does little to reveal the complexity behind Edison’s invention. In a similar fashion, all of us know we are supposed to “manage our money.” But it just isn’t that easy. You need an Edison behind the scene to shed some light on your financial options. Ellis Insurance is committed to providing comprehensive risk management for our clients across New England and New York.
In today’s complex financial environment, financial planning is not a quick call to your friend who knows a stockbroker. Let us help you face these uncertain times with a much higher level of confidence, supported by a solid plan of action. Whether you are saving for retirement or starting a college savings plan, concerned about life insurance or planning for retirement income, or even crafting a benefit plan for your business, our planning group will help you “put money in the bank.”
Our approach begins with a no-obligation, no-fee analysis of your situation. We will ask questions, listen to your answers, explore your needs and wants, and recommend options.
If you would like a fresh perspective and a second opinion on your financial situation, then contact us today and schedule an appointment.
Beyond the Basics