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CONNECTING PEOPLE TO THEIR FUTURE

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FINANCIAL PLANNING FOR THE LONG-TERM

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UTILIZING A COLLABORATIVE APPROACH

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GUIDANCE THROUGH LIFE’S MILESTONES

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OUR TEAM

We leverage our experience and knowledge to help clients pursue financial
independence. Working as a team, we believe a collaborative approach can yield
greater results.


COMPREHENSIVE SERVICES

Offering complete financial planning services, we work with our clients to
understand their unique needs and individual goals, developing a financial
strategy tailor-made for them.


CLIENT COMMITMENT

We understand planning for the future can be intimidating. We strive to help our
clients feel confident in their strategies, offering insight, education,
transparency, and personal care.  




HELPFUL CONTENT


A BUCKET PLAN TO GO WITH YOUR BUCKET LIST

A bucket plan can help you be better prepared for a comfortable retirement.


FIXED OR VARIABLE MORTGAGE, WHICH SHOULD YOU PICK?

When selecting a mortgage, one of the most critical choices is between a fixed
or variable interest-rate mortgage.


SECURE ACT 2.0: AN OVERVIEW

The second iteration of the SECURE Act brings forward several changes to the
world of retirement.

 
 * Articles
 * Calculators
 * Videos

TYPES OF STOCK MARKET ANALYSIS

Most stock market analysis falls into three broad groups: Fundamental,
technical, and sentimental. Here’s a look at each.

MONEY THAT BUYS GOOD HEALTH IS NEVER ILL SPENT

It's important to make sure your retirement strategy anticipates health-care
expenses.

ARE YOU PREPARED FOR AN ESTATE TAX SUNSET?

The federal estate tax exemption sunsets in 2025. Learn more about what to do to
make the most of the higher threshold.

QUESTIONS TO ASK ABOUT MEDICARE

Take the guesswork out of your IEP or SEP with this helpful article.

HELPFUL RETIREMENT STRATEGIES FOR WOMEN

Learn how to address the challenges that women face when planning for
retirement.

WHAT DO YOUR TAXES PAY FOR?

Here's a breakdown of how the federal government spends your tax money.

VIEW ALL ARTICLES

CAN I REFINANCE MY MORTGAGE?

This calculator can help determine whether it makes sense to refinance your
mortgage.

HOW COMPOUND INTEREST WORKS

Use this calculator to better see the potential impact of compound interest on
an asset.

COMPARING INVESTMENTS

This calculator compares the net gain of a taxable investment versus a
tax-favored one.

ANNUITY COMPARISON

This calculator compares a hypothetical fixed annuity with an account where the
interest is taxed each year.

HOME MORTGAGE DEDUCTION

Use this calculator to assess the potential benefits of a home mortgage
deduction.

PAYING OFF A CREDIT CARD

Enter various payment options and determine how long it may take to pay off a
credit card.

VIEW ALL CALCULATORS

WHEN MARKETS REACT

When markets shift, experienced investors stick to their strategy.

TUNING YOUR SOCIAL SECURITY BENEFIT

When should you take your Social Security benefit?

CHOOSING A MORTGAGE

Selecting a mortgage isn't an easy process. Get a better understanding of how
professionals make the right decisions.

IT WAS THE BEST OF TIMES, IT WAS THE WORST OF TIMES

All about how missing the best market days (or the worst!) might affect your
portfolio.

SHOULD I INVEST IN GOLD?

Learning more about gold and its history may help you decide whether it has a
place in your portfolio.

THE OTHER SURE THING

Though we don't like to think about it, all of us will make an exit sometime.
Are you prepared?

VIEW ALL VIDEOS


 


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The content is developed from sources believed to be providing accurate
information. The information in this material is not intended as tax or legal
advice. Please consult legal or tax professionals for specific information
regarding your individual situation. Some of this material was developed and
produced by FMG Suite to provide information on a topic that may be of interest.
FMG Suite is not affiliated with the named representative, broker - dealer,
state - or SEC - registered investment advisory firm. The opinions expressed and
material provided are for general information, and should not be considered a
solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020
the California Consumer Privacy Act (CCPA) suggests the following link as an
extra measure to safeguard your data: Do not sell my personal information.

Copyright 2024 FMG Suite.

The Ellis Group, Inc - 541 S Cobb Street Suite 205, Palmer, AK 99645

We are licensed to sell Insurance Products in the state of Alaska.

We are registered to to sell Securities in the following states: Alaska

 Securities and investment advisory services offered through Osaic Wealth, Inc.
member FINRA/SIPC.  Osaic Wealth, Inc. is separately owned and other entities
and/or marketing names, products or services referenced here are independent of
Osaic Wealth, Inc.

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CONTACT

The Ellis Group, Inc

Office: 907-746-7526 Fax: 907-746-6678

541 S Cobb St
Ste 205
Palmer, AK 99645

sellis@ellis-grp.com



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