About US

Sally Ellis has been a financial professional since 2006 after a long career as an IT consultant. We work with people of all ages to help them build and protect their personalized long-term plan for lifetime financial accomplishment. We provide discreet professional solutions to the challenges that face individuals and businesses. We provide timely accurate information and sound guidance based upon our many years of experience. We view our clients as partners and work with them, not for them. The key to successful preparation is based on a clear understanding by the client of the goals and methods underlying their strategy. Sally makes the complicated simple so clients can make educated and informed decisions.

 

Once we have a strategy in place for you, we realize the definition of life is change. Your life may change and the strategy we develop with you will have the flexibility to change, too, providing financial stability for you during good times and bad.

 

Sally derives great satisfaction from the help and stability she can provide to clients.