Description: You work hard for your money. It's time your money works hard for you. Kathy Ellis, CFP® professional CERTIFIED FINANCIAL PLANNER™ professional.
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During your journey through retirement your financial needs will change. You can expect Ellis and Company Retirement Strategists to focus on your goals.
We ask the right questions and most importantly we listen. Only then can we best understand your goals and concerns. For over 30 years we have helped give our clients the independence and security they deserve by providing the suitable solutions they may need.