You deserve confidence & independence in your retirement. That’s why we deliver financial tools & information, to help you be prepared for good markets or bad. Ellis Financial Planning helps our clients reach their goals. Whether it is retirement planning, estate planning, or college saving for you children or grandchildren.Our multigenerational team is built to help you navigate your journey. Some of the scenarios we specialize in:♦ Retirement Planning♦ Financial Planning♦ Estate Planning & Legacy Planning♦ Industry Professionals - Doctors, Lawyers, Attorneys, Business Owners, Athletes, etc. ♦ Foundations & Endowments♦ Institutional Investing♦ Much, much more...Kathy Ellis CERTIFIED FINANCIAL PLANNER™ (CFP®) and Eric Ellis Financial Adviser

Learning more has always been a goal of mine. Transamerica was a great place to do that. I partnered with Certified Financial Planners™ (CFP®), Chartered Financial Consultant™ (ChFC®), and financial advisors in Indiana, Kentucky, Tennessee, Alabama, and Florida to find solutions for the clients they work with, specifically with mutual funds.Transamerica was an invaluable experience because of the great friendships I made. The financial advisors and I worked together to create personalized investment strategies for the clients they work with. I gained first hand experience with portfolio managers of some of the best mutual funds in the country. Learning the challenges and rewards of managing mutual funds. I was able to grow professionally by the countless advanced training opportunities Transamerica offered, such as how to efficiently manage time, improved presentation skills, and communication skills. Within the organization I built relationships that will last a life time. I'm very grateful for the opportunity to learn from a fantastic organization.

Working with Regions helped me gain perspective.My time at Regions I worked with a wide variety of people. Many who have saved and many who have not. I was able to help countless people who either didn't want to save or didn't know how, learn how to budget their spending and learn how to put money aside for their future. I helped people with loans, checking accounts, savings accounts, CDs, annuities, among many other items.

This was the start of my professional career. The lessons learned at Jackson are in practice in my everyday life. I partnered with Certified Financial Planners™ (CFP®), Chartered Financial Consultant™ (ChFC®), and financial advisors in Oklahoma, Arkansas, Louisiana, Mississippi, Indiana, & west Michigan to find solutions for the clients they work with, specifically with mutual funds & annuities. Jackson has a great culture of hard work and professionalism. I was able to complete several of their prestigious training programs: SSU presentation training; Internal Wholesaler boot camp; Business Etiquette training;