Your Next Meeting

Ellis and Company Retirement Strategists

By Ellis & Company Retirement Strategists | May 1, 2020


We are looking forward to seeing you soon!

It is important to us that you get the most out of your meeting. We’ve found the below items can make a big difference in a productive conversation.


What would you like to accomplish? When? Who is part of your plans? Most people find it helpful to take some time to think about their goals. Be as specific as you can. It may help to organize your goals by short, medium, and long. Short-term goals are those that you plan to accomplish within 2 years. Long-term goals are beyond 5 years. Finally, medium-term goals are between 2-5 years. Share that with us. We would love to hear them.


You have real questions. We have real answers. Before we get together, take a few moments and write down any questions or topics you’d like to focus on. It is important to us that you feel comfortable to ask any questions you have.


These are a few items to bring with you.

  • Updated legal documents such as Will, Living Will, Power of Attorney, Trust, or Estate documents.
  • Recent and complete statement on any other financial accounts. 401k, Social Security benefits, pension estimate… etc.
  • Banking information
  • Beneficiary information (if changing):
    • Full Name
    • Date of Birth
    • Social Security Number
  • Driver’s License


We have noticed over the years those that invest time in preparing for their meetings have more confidence, feel more secure, and believe their appointment is more productive. These items above are a few things that can make sure you get the most out of your next appointment.


Retire Confident,


Your Team

Ellis and Company Retirement Strategists

The opinions expressed here are those of Ellis and Company and not necessarily Raymond James. There is no guarantee that these statements, opinions, or forecasts provided herein will prove to be correct. All investing involves risks, including the possible loss of the principal amount invested. No investment strategy can guarantee your objectives will be met. The S&P 500 is an unmanaged index of 500 widely held stocks that are generally considered representative of the U.S. stock market. It is unmanaged and cannot be invested into directly.
Ellis & Company Retirement Strategists, Kathy Ellis, CFP® professional CERTIFIED FINANCIAL PLANNER™, professional Raymond James Financial Services, Inc. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

You have real questions.

We have real answers.

Phone: 931.905.0050

Contact Us Today