Will Ellis, CFP, EA

Will Ellis, CFP, EA Helping you close the gap between your goals and values and your financial life. www.finra.org, www.sipc.org.

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed as to accuracy and completeness. The LPL Financial registered representatives associated with this website may discuss and/or transact business on

ly with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

As the weather turns cooler, now’s the perfect time to prepare your home for the season ahead. 🏡🍂 A little maintenance n...
09/30/2025

As the weather turns cooler, now’s the perfect time to prepare your home for the season ahead. 🏡🍂 A little maintenance now can save you time, money, and stress later—plus, it can help protect your home and belongings. Don’t forget to review your home insurance to make sure you’re covered for any unexpected changes.

Need advice? Let’s talk about how to keep your home safe this season!

Dive into the world of health savings accounts (HSAs), where your financial planning and well-being meet. 🌿💰✨ An HSA isn...
09/26/2025

Dive into the world of health savings accounts (HSAs), where your financial planning and well-being meet. 🌿💰✨ An HSA isn’t just a savings tool; it may be a game changer for your health-care journey. From potential tax advantages to building a medical-expense nest egg, HSAs may help empower your health and wealth simultaneously. 🏥💡

Send a message today for answers to all your health-care coverage questions! 💪🔒

With all of the summer fun, the goals you set for yourself at the beginning of the year may have become a bit of a dista...
09/23/2025

With all of the summer fun, the goals you set for yourself at the beginning of the year may have become a bit of a distant memory. But with a bit of determination and some key steps, you can get back on course so you can accomplish them by the end of the year.

Refresh your finances with a fall checklist to help you stay on track and finish strong. Connect today to create a customized plan just for you!

What you’re reading this season? Tell me why I should add it to my list!
09/19/2025

What you’re reading this season? Tell me why I should add it to my list!

You likely have several different insurance policies, including auto, homeowners or renters, and health—but what about l...
09/16/2025

You likely have several different insurance policies, including auto, homeowners or renters, and health—but what about life? Life insurance is an important part of ensuring your loved ones’ financial security. If you’re not sure what policy you need, send a message today and let’s discuss your options.

It’s officially pumpkin season. What’s your favorite part of autumn?
09/12/2025

It’s officially pumpkin season. What’s your favorite part of autumn?

Entrepreneurship requires a willingness to take risks and chase your dreams, but it's smart to play defense too. Ready t...
09/09/2025

Entrepreneurship requires a willingness to take risks and chase your dreams, but it's smart to play defense too. Ready to craft a personalized asset protection plan? Let's schedule a consultation to discuss your unique financial goals. 💰

I'm putting together a complimentary lifestyle magazine for clients as well as non-clients. Feel free to sign up to rece...
09/05/2025

I'm putting together a complimentary lifestyle magazine for clients as well as non-clients. Feel free to sign up to receive the digital edition—absolutely free!

Are you considering developing a passive income stream but aren’t sure where to start? Here are three important strategi...
09/05/2025

Are you considering developing a passive income stream but aren’t sure where to start? Here are three important strategies to consider.

1. Brainstorm ideas for a product and consider your skills, talents, and passions. Ask yourself what you can offer people and if there’s a market for a specific product.
2. It takes time and effort to develop a successful passive income stream. Research the market, build a website or interface, design your product, and advertise it on social media.
3. Monitor your income stream each month and look at what you spent versus what you made. Consider what you could do to improve the product to see greater return.

Remember that success doesn’t happen overnight, but if you stick with it, you may find you have more to spend on the things you want and need.

07/15/2025

Want to teach your kids how to build wealth while they're still young?
If your child mows lawns, babysits, or has a part-time job, they can contribute to a Roth IRA—even if they don’t file a tax return. As long as they earn the money and you can document it, they’re in!

You open a Custodial Roth IRA, help them fund it, and let the power of compounding do the rest. 🙌
Smart parenting meets smart planning.

Want help setting it up? I’ve got you covered. 💼

05/15/2025

⏳ Retirement isn’t a “later” problem anymore
If you’re in your 40s or 50s, retirement is practically knocking. Small increases in saving now can make a big difference.

05/12/2025

🌧️ Emergency fund = life’s umbrella
Unexpected car repair? Medical bill? Job hiccup? Eggs? An emergency fund keeps you calm while life does what life does.

Address

4265 32nd Avenue Ste 2
Hudsonville, MI
49426

Telephone

+16168556244

Website

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