You Deserve A Retirement Specialist | Ellis Retirement home

We Help You Take The Guesswork Out Of Managing Your Money

Clear Financial Advice, So You Can Focus On Life

I Manage A 401k Plan I Need Retirement Planning

Who we are

A specialized 401(k) and
retirement planning firm

At Ellis Retirement Services, we help individuals, families, and businesses navigate the complexities of retirement and financial planning. As an independent, tech-forward firm, we are product agnostic, ensuring our solutions are tailored to your unique needs without bias.Think of us as your financial puzzle solvers. We find the right pieces, put them together, and empower you to succeed—whether that means creating a retirement plan, optimizing your 401(k), or simplifying financial decisions.

Learn more about us

Tech-Forward
And High-Touch
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.

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What Our Clients Say

“We appreciate the partnership and the availability to answer our questions or needs!”

– Betsy M. – HR – Biotech

“Your team is so responsive, knowledgeable, and really just and extension of our internal team. We appreciate you so much!”

– Karen W. – HR Director – Biotech

“Grant Ellis is very knowledgeable and has really helped our organization. I highly recommend him.”

– Suzanne W. – Controller – CPG Packaging

“We trust Grant 100% Whenever I have questions or needs the Ellis Staff is awesome.”

– Wes Y. – Sport Director – Higher Education

“Excellent and professional service. I look forward to working with you for a long time.”

– Danny W. – HR Director – Furniture Manufacturing

“Everything is top rate - truly. Grant is the absolute best. I know we can reach out if/when we ever need anything. Zero items that I am missing or need. Value our partnership!”

– Janet B. – HR Director – Agriculture

“Grant is great to work with and after all the years we have been with us he certainly understands our business and employees He is very responsive on the occasion I need to reach out with a a question .”

– Linda B. – Business Co-Owner – Healthcare

“Peace of mind is the greatest benefit of knowing we’ve done our due diligence to prepare for our financial future. Working with Grant took the guesswork out of this process and saved us so much time and legwork.”

– Amanda R. – Teacher – Primary School

“As we prepare and enter the retirement phase of our lives, Grant Ellis listened to us, understood our needs and prepared us for a comfortable and financially secure future.”

– Joanne D. – Chief Operating Officer – Non-profit

“I want to commend Ellis Retirement for the excellent service and support they provide to my team and company as a whole. Every interaction has been prompt, professional, and and genuinely helpful. Their high standard of service sets them apart.”

– Kelly C. – HR – Healthcare

“I enjoy doing business with Ellis Retirement Services because the staff is very professional and knowledgeable. When I call, someone answers on the first ring and my emails are answered right away. I’m glad we do business together.”

– John B. – Business Owner – Enterprise Farming

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 20 years of experience in the industry and loves working with clients on their complex retirement needs. He is a sought after speaker and author that works with clients nationwide.

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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