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You Deserve A Retirement Specialist | Ellis Retirement home

You Deserve A
Retirement Specialist

Confidently navigate your retirement and 401(k) planning

Services for companies Services for individuals

Who we are

A specialized 401(k) and
retirement planning firm

What is our "why" you ask? — to help as many people as possible prepare for a fulfilling retirement. The goal of Ellis Retirement Services has always been to help you successfully navigate the unique challenges associated with retirement planning and 401k management. We will never try to sell you products that you don't need or intimidate you with complicated financial terms. Instead, you can find confidence knowing you have a team of specialized experts in your corner.

Learn more about us

Partnerships rooted
in trust, not tactics
Custom solutions
for companies
and individuals
Specialization in
retirement planning
and 401(k)s
Independence
with no proprietary
products
Access to a wide
range of providers and
strategies
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What we offer

Suitable strategies for complex situations

401 Plan

401(k) Plans
for Companies

You have a lot of responsibilities as a 401(k) plan sponsor and we’re here to help! Our goal is to alleviate the stress and navigate the complexities of offering a 401k to your employees. Whether you’re looking to recruit and retain employees, add more value to your benefits program, or ensure your process is compliant, we will create and implement a strategic plan to help you pursue your goals. Save time and seek to improve employee satisfaction with a 401(k) and financial wellness program designed specifically with your team in mind.

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Retirement Planning

Retirement Planning
for Individuals

The most important thing when it comes to planning for your retirement is trust. We’re not here to sell you the latest proprietary products. Instead, our aim is to apply our knowledge of the industry toward a strategy that makes sense for you and your specific situation. We'll help you navigate the complex world of retirement planning and feel confident in your future. Whether you are retiring today or ten years from now, we are here for you.

Explore our services

White paper

5 Free Ways to Enhance Your Company 401(k)

Recruiting and retaining employees is a challenge in today’s environment. Often, companies don't have the budget to increase spending on employee benefits. Thankfully, there are no cost options that seek to enhance what you currently offer, and to maximize value for your employees.

Learn more about the latest industry changes and how you can differentiate your company’s 401(k) retirement plan benefit.

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Meet Grant Ellis, AIF

Not your average investment advisor

Grant Ellis is a retirement specialist. He has spent his entire career working with companies on their 401(k) plans, and with individuals on their retirement planning. He has over 17 years of experience in the industry and loves working with clients on their complex retirement needs.

Read more of his story

Grant Ellis, AIF
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How can we help you?

It starts with a conversation

We would love to get to know you more and see if we might be able to help. For a relationship like this
to work, it needs to be a good fit for both of us. For that reason, a short phone call or Zoom meeting is
a great place to start. No pressure. No tactics. Just a conversation.

Reach out to setup a time to talk

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