Who we are
About ellis retirement services
Combining experience and expertise
to create a personalized retirement plan
Ellis Retirement Services is a boutique, fee-based advisory and consulting firm specializing in corporate retirement plans and individual retirement planning. For our corporate clients, we work together to ensure they can navigate the complexities of 401(k) retirement plans and help them provide their employees with a best-in-class retirement plan benefits program. For individuals, we work together to develop a plan that best prepares them for all aspects of retirement and show them how to adjust that plan along the way.
Honesty
Integrity
Experience
Expertise
Meet Grant Ellis, AIF, CPFA
Dedicated to helping as many people as possible prepare for retirement
Grant Ellis began his retirement planning career in 2005 and has been serving the needs of his clients ever since. As an analytical person and a student of the industry, Grant loves the complexities involved with 401(k)’s and retirement planning. More than that, however, he loves that he gets to take those complex subjects and connect them to his clients’ needs and desires. Whether he’s working with a CFO, HR team, or an individual prepping for retirement, his goals are the same…helping them define goals and create a plan to achieve them.
When he isn’t serving his clients, Grant likes to live as full a life as possible. He plays guitar and sings at his church (he even got to sing with Garth Brooks once!). He used to own a peanut butter company, wrote a book, guest lectures at Universities, and plays a little golf every now and then.
More than anything though, Grant values the time he spends with his family. He and his wife Cara live in Eads, Tennessee with their two kids. Walker is nine and loves to play baseball, and Callan is eleven and loves to sing like her daddy.
Allison Valdez
Executive Assistant
Allison Valdez is the newest member of the Ellis Retirement Services team. As our Executive Assistant, Allison plays a vital role in helping provide our clients with the highest level of service and support. She works directly with both our current and future clients to ensure their onboarding and ongoing experiences are of the highest quality possible.
Allison holds a Bachelors degree from the University of Memphis and a Masters degree from Texas State University.
Allison can be reached at (901) 519-7734 or at allison.valdez@lpl.com.
Check the background of investment professionals associated with this site on FINRA's BrokerCheck.
ABOUT OUR CLIENTS
Helping those we work with navigate their
responsibilities and overcome their challenges
We work with a wide range of clients, however we most commonly serve:
Companies with less than 5,000 employees who currently offer a 401(k) plan
Companies looking to implement a 401(k) plan for the first time
Companies looking to add a financial wellness program
Individuals preparing for retirement
Individuals already in retirement
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