Member Since October 2023
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About
I work with individuals who want unbiased financial advice. I provide education, analysis, & coaching to help you reach your financial goals. WHO I WORK WITH: Women and men in their late 40s to early 70s with very low debt want more information about how their assets are invested and why. Often, they are also looking at long-range goals and expectations and would like a more in-depth analysis of how, when, and why they will take distributions. ▣ Individuals planning for retirement ▣ Entrepreneurs ▣ Individuals Beginning Financial Planning ▣ Retirees SERVICES OFFERED: ▣ Financial Planning for your next transition. Best strategies for your expected income needs ▣ Investment Advice HOW I WORK AS AN INDEPENDENT ADVISOR: As a fee-only advisor, you and I consider your specific situation and your needs, wants and wishes. We look at your level of financial literacy and work to increase it. We look at your concept of risk and your tolerance to volatility. We then can clearly focus on solutions that are in your best interest. I can structure our work together in several ways. 1. The initial financial plan. We will put together a plan, and I will be available to that end for a period of three months. 2. The initial plan, and then monthly and/or quarterly follow-ups on an annual basis. 3. I can manage your investment assets for a fee based on AUM. My fees (your investment) is based on your specific situation, the complexity involved and the times frame. MY BACKGROUND: Prior to earning my MBA, CFP, and becoming a Investment Advisor Representative,, I worked in the film industry. I learned at an early age the importance of investing my money. In the film industry, your income can be very unstable. I have been investing my own money since I started working professionally in my twenties. I have found managing my own assets very rewarding and profitable. love helping others reach their financial dreams and goals by sharing my expertise in a way that is transparent and objective. As a fee-only advisor, I am held to a fiduciary standard that requires advisors to consider only what is in my client’s best interest. On a personal note, I enjoy writing and have published two books available on Amazon. My husband and I have grown children and now, two small dogs. My husband and I share our time between Los Angeles, CA, St George Utah and Hawaii. ✍️ deb@deborahwellis.com ⌨ www.deborahwellis.com 818-437-0076 Book an initial complimentary consultation:.com/debwellis INVESTMENT ADVICE PROVIDED THROUGH THE INVESTOR'S FIDUCIARY ADVISOR NETWORK, LLC. Investor's Fiduciary Advisor Network, LLC, is an investment adviser registered with the Securities and Exchange Commission.
Deborah W. Ellis
Published content
article
Sep 6, 2024
We have moved from a defined benefit plan to a defined contribution plan, which means the onus for saving and investing has transferred from employers to employees.
expert panel
With a bit of knowledge and a plan, you can find your way to financial freedom. With student loans, rising housing costs and the ease of credit card use, it’s become all too simple to get into debt. In fact, it’s estimated that about two-thirds of U.S. adults carry some form of debt. And while being debt-free can provide some much-needed emotional freedom and relief, getting out of that debt can sometimes feel like a gargantuan task, especially if you've accumulated a large amount. But according to the financial experts of Kiplinger Advisor Collective, paying off debt doesn’t have to be intimidating. If you’re ready to tackle your debt and take charge of your finances, consider these best practices for making debt repayment easier on you and your wallet.
expert panel
There’s no shame in asking for help, especially when it comes to your finances. Personal finance is often just that: personal. Not only is it meant to adapt to your own needs, goals and wants, but it also can often be done on your own, with no outside help needed to succeed. However, finance can sometimes get complicated, especially as you start exploring more in depth with topics like investing, planning for retirement and estate planning. While you may be tempted to take on these complex areas on your own, it can sometimes be wise to bring professional help on board. As financial experts themselves, the members of Kiplinger Advisor Collective have helped countless people navigate the complexities of the financial world. Here, they discuss 10 important instances when you may want to consult a professional and why doing so will save you a lot of hassle — and money — in the long run.
article
What is considered low and what is considered high depends on the context and scenario at play.
expert panel
Taking a non-traditional path may mean thinking outside of traditional savings options. One of the best parts of gig work or other self-employed work is being your own boss. Not only do you get to set your own schedule, but you also get to set your own rules for how and when your work gets done. However, being your own boss means you have to take care of all the administrative work as well. Where an employer would normally provide a retirement account option for you — and maybe even contribute a match — when you’re self-employed, you have to take care of that all on your own. But this doesn’t necessarily mean it’s impossible to save for retirement, or even difficult. However, there are tips you’ll want to know if you plan to take this route. Here, nine financial experts from Kiplinger Advisor Collective each share one important thing self-employed small-business owners and gig economy workers should know about saving and planning for retirement.
article
Jul 25, 2024
If we can disconnect from our past beliefs and assess our current situation with a certain level of objectivity, we can make more appropriate decisions.
Company details
Ellis Wealth Planning
Company bio
When Your Best Interest is Your Advisor's Only Interest -