Ellis Financial Planning

Ellis Financial Planning You want to know you're doing the right things with your money. The problem is financial planning can make you feel confused, intimidated, & overwhelmed.

You shouldn't wonder if you're doing the right things with your money. You may wonder sometimes, "Am I doing everything I should with my money?"

The problem is you may not know what to do or where to start. You should not have to wonder if you are doing the right things with your money. That is why we've helped thousands of families create a plan. Here's how we do it:
1: We understand You.

2: We design Your plan.
3: We get You going.
4: We help You stay on track. Then you can stop worrying and start living life on your terms. Disclosures:
Ellis Financial Planning is an SEC registered investment adviser. SEC registration does not constitute an endorsement of Ellis Financial Planning by the SEC nor does it indicate that Ellis Financial Planning has attained a particular level of skill or ability. This material prepared by Ellis Financial Planning is for informational purposes only and is accurate as of the date it was prepared. It is not intended to serve as a substitute for personalized investment advice or as a recommendation or solicitation of any particular security, strategy or investment product. Advisory services are only offered to clients or prospective clients where Ellis Financial Planning and its representatives are properly licensed or exempt from licensure. No advice may be rendered by Ellis Financial Planning unless a client service agreement is in place. This material is not intended to serve as personalized tax, legal and/or investment advice since the availability and effectiveness of any strategy is dependent upon your individual facts and circumstances. Ellis Financial Planning is not a legal or accounting firm. Please consult with your legal or tax professional regarding your specific tax situation when determining if any of the mentioned strategies are right for you.

Our office is closing early today at 1pm. We will resume normal business hours tomorrow.We realize this is unusual for ...
04/21/2026

Our office is closing early today at 1pm. We will resume normal business hours tomorrow.

We realize this is unusual for us to step away mid-day. You may be wondering if something urgent is going on.

Kathy’s younger brother (Eric’s uncle) passed away late last week. We are closing so that all of our team can attend his visitation and funeral service.

Thank you for allowing us this time to be with our family today.

Which one would you choose?• Handheld massager• Cashmere Blanket• High-quality speakerTell us in the comments!
03/06/2026

Which one would you choose?
• Handheld massager
• Cashmere Blanket
• High-quality speaker

Tell us in the comments!

🎉 Birthday Alert: it’s Patti's Birthday Day! 🎉If Ellis Financial Planning is the plane… Patti is the air-traffic control...
03/05/2026

🎉 Birthday Alert: it’s Patti's Birthday Day! 🎉

If Ellis Financial Planning is the plane… Patti is the air-traffic controller keeping us on the runway, on time, and (mostly) out of trouble. 😄

Help us celebrate our Office Manager + chaos-tamer-in-chief today.

👉 Drop a quick “Happy Birthday, Patti!” in the chat (bonus points if you add your favorite “Patti saved the day when…” moment).

Almost everyone we work with has the thought, “I know I should be doing something… I just don’t know what”. That is exac...
02/17/2026

Almost everyone we work with has the thought, “I know I should be doing something… I just don’t know what”.

That is exactly what personalized full-service financial planning is for.

What we do: Personalized full-service financial planning.

What that means: you have a trusted team to handle whatever life throws at you with your finances – we do the heavy lifting so you can have more time, less stress, and more money.

How we do it:
→ Understand YOU
(your goals, values, concerns, and priorities)

→ Design YOUR plan
(retirement, taxes, legacy, & investments working together)

→ Get YOU going
(clear next steps, no overwhelm, we execute)

→ Help keep YOU on track
(ongoing guidance as life changes)

Then you will know you are doing the right things instead of wondering if you are.

🎉 Double celebration for David! 🎉Not only did he have a birthday this past week, he’s also celebrating 6 years with our ...
02/09/2026

🎉 Double celebration for David! 🎉
Not only did he have a birthday this past week, he’s also celebrating 6 years with our team.

David is steady, thoughtful, and the kind of teammate you can count on. We’re grateful for the way you show up for our clients and our team every day.

Happy Birthday + Happy 6-Year Anniversary, David! 👏
👇 Drop a quick “Happy Birthday, David!” in the comments.

Morning Huddle - Zoom edition!
01/27/2026

Morning Huddle - Zoom edition!

01/26/2026

Eric evaluating if portfolios are aligned to target to start the year.

We are open and working today!We've planned for weather like this. We are working remotely.You can reach us by calling ...
01/26/2026

We are open and working today!

We've planned for weather like this. We are working remotely.

You can reach us by calling our office (931-905-0050), texting our office number, and emailing.

Please avoid visiting the office. The parking lot has not been treated yet. It is a solid block of ice.

🎈🎂 It's Jessika's birthday! 🎈🎂She is one of the biggest reasons people feel welcomed and cared for. We love you Jessika...
01/12/2026

🎈🎂 It's Jessika's birthday! 🎈🎂

She is one of the biggest reasons people feel welcomed and cared for. We love you Jessika! Hope you have an amazing birthday!

Send her some birthday love below in the comments! 👇

Money, time, encouragement, a listening ear — generosity isn’t just about writing a check. It’s about living open-handed...
12/02/2025

Money, time, encouragement, a listening ear — generosity isn’t just about writing a check. It’s about living open-handed, trusting that God sees and supplies.

Today’s a great day to:
• Bless an organization or nonprofit you love 💙
• Surprise someone who’s struggling (quietly)
• Teach your kids or grandkids what generosity looks like in real life

Imagine what the world would look like if you took one intentional step of generosity today - big or small - and, if you're comfortable, share it to inspire someone else to do the same!

There are great organizations that will steward your gift wisely to bless others. Here are just a few examples:
▲ Yaipak Outreach
▲ Manna Café Ministries
▲ Loaves And Fishes
▲ Hope Center Ministries
▲ LifePoint Church
▲ Real Life Church
▲ Immaculate Conception Catholic Church
▲ The Bridge
▲ The Big Fish Mickey Fisher Memorial
▲ Hope Pregnancy Center of Clarksville

Address

2681 Townsend Court
Clarksville, TN
37043

Opening Hours

Monday 8am - 4:30pm
Tuesday 8am - 4:30pm
Wednesday 8am - 4:30pm
Thursday 8am - 4:30pm
Friday 8am - 4:30pm

Website

https://www.letsmakeaplan.org/find-a-cfp-professional/certified-professional-profil

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