Michael S Ellis, CPA
Wealth Management Advisor


Ellis Financial Services

Integrity, Passion, Excellence

A Message from Michael S. Ellis

My practice as a Wealth Management Advisor involves working with individuals, families, retirees and business owners. The relationships we have with our clients enable us to provide you with the guidance to make smart decisions about your money.

With individuals and families, my focus is financial security from investments, insurance and estate planning. When working with business owners, we focus on 401(k) plans, group benefits and business succession planning.  As a CPA and CFO, I am well versed in group benefits and retirement plans from a buyer’s prospective.

Whether you are concerned for your own financial needs or those of your family or your business, I can help you identify your needs and provide complementary solutions.

     -Mike                       


Planning for Financial Security with Northwestern Mutual

Watch this short video to learn how Northwestern Mutual's comprehensive approach to personalized financial planning can help you achieve the future you envision. 


The Business Corner  

If you own or operate a business, Michael S. Ellis recommends the following articles:

Click here for additional resources. 

Business Markets Stratey map 

With a focused expertise on the business owner, Michael S. Ellis can provide guidance for any stage of your business:


The Northwestern Mutual Difference

Backed by the strength of Northwestern Mutual, Michael S. Ellis and his team provide you with a balanced approach to achieving your goal of financial security, assuring that your intentions have been understood and your needs are being addressed. And when it comes to implementing solutions, the full capabilities of Northwestern Mutual are leveraged to provide you with exclusive access to a comprehensive variety of products and services.

 

Largest Dividend Payout in Company History

In 2019, we expect the largest dividend payout for life and disability income insurance policyowners in company history.  Read more.

Retirement and Taxes: How to Maximize Your Savings

Not all retirement savings vehicles are taxed the same way. Read more

A Guide to Your Finances in Your 40s

With your 40s comes competing money goals. Here’s how to manage them. See how

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck