General Info

Ellis Financial Planning offers personalized full-service financial planning. You are one-of-a-kind. Shouldn't your financial planning be too? Our professional asset management services can help secure your financial future. You need experienced financial advisers. We specialize in wealth management, estate planning, charitable giving strategies and asset protection that align your values with your goals. You deserve a team you can trust with your life savings. The markets can be unpredictable. That doesn't mean your financial plan has to be. Your success is our focus. Kathy Ellis is a CERTIFIED FINANCIAL PLANNERu2122 professional (CFPu00ae professional).