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WHAT WILL
YOUR FINACIAL
LEGACY BE?

Maria L. Ellis, BBA, MBA International Banker, Investment Advisor / Real Estate, Harvard Business School, Author

Since 1999, I've been helping businesses, and individuals safeguard their assets and plan for the retirement they want. I start by comparing your goals to your current portfolio. I use proven investment strategies designed to meet your risk
tolerance and stand up against market volatility. And you can count on unbiased
recommendations and impartial guidance based directly on your needs and goals.

FOCUS AREAS

  • Make Your Money Work For You
  • Comprehensive And Holistic Financial Planning
  • Retirement Plan Analysis
  • How To Build Savings
  • Mortgage Refinance Loans,
  • Revocable & Irrevocable Trusts And Wills,
  • Financial Powers Of Attorney
  • Long-term Care Options.
  • Beneficiary IRA
  • Legacy Investments,
  • Financial Wellbeing And Wealth Planning.
  • Tax Planning
  • Selling Your Business