Retirement On Your Terms
Financial Planning And Wealth Management For People Nearing Or In Retirement
Who We Serve And How We Help
20+ Years Of Helping People Prepare For Retirement
We help people who have saved well prepare for, enter, and live in retirement. We become your personal CFO, ensuring your investments, tax plan, estate plan, cash flow plan, and protection plan all work together.
Investments
Tax Planning
Estate Planning
Protection Planning
Income Planning
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
Meet Our Founder
Dedicated to helping as many people as possible prepare for retirement
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 wealth and 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.
Ready to take the next step?
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.