Eric Ellis
Financial Adviser with Ellis Financial Planning ○ You deserve to Retire Confident!™ ○
- Role
- Financial Adviser at Ellis Financial Planning
- Location
- Clarksville, TN, US
- LinkedIn followers
- 500 followers
About Eric Ellis
You may wonder sometimes,\"Am I doing everything I should with my money?\". The problem is you may not know what to do or where to start. You should not have to wonder if you are doing the right things with your money. That is why we\'ve helped thousands of families create a plan. Here\'s how we do it: Step 1: We understand You. Step 2: We design Your plan. Step 3: We get You going. Step 4: We help You stay on track. Then you can stop worrying and start living life on your terms. Specialties: Financial Adviser, Wealth Advisor, Retirement Planning, Financial Advice, Estate Planning, Business Owners, Attorney, Certified Public Accountants (CPA), Professional Athletes, Industry Professionals, Doctors, Surgeons, Engineers; Dentists facebook.com/retireconfident twitter.com/retireconfident Ellis Financial Planning 93••••••••81 Townsend Ct Clarksville, TN 37043
Experience
Financial Adviser
Feb 2014 — Present
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
Education
Austin Peay State University
Bachelor of Business Administration (B.B.A.)
2001 — 2006
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