Although estate planning can be complex, a well-constructed plan can make a big difference in what is left for your loved ones. This report explains the essentials of what you need to know to ensure you have a well-though-out estate plan in place.
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Spectrum Financial Group, Inc. offers investment related and insurance services, (610) 935-7645. Investment Advisory Services are offered solely by Ellis Investment Partners, LLC a Registered Investment Adviser located in Berwyn, PA, and registered with the Securities and Exchange Commission (SEC), (484) 320-6300. Spectrum Financial Group, Inc. and Ellis Investment Partners, LLC are not affiliated. Neither Ellis Investment Partners LLC nor Spectrum Financial Group Inc. provides tax or legal advice. Individuals should consult with a tax or legal adviser for their specific situation. Registration of an investment adviser does not imply any specific level of skill or training and does not constitute an endorsement of the firm by the SEC. Ellis Investment Partners LLC only transacts business in states in which it is properly registered or is excluded or exempted from registration. A copy of Ellis Investment Partners LLC’s current written disclosure brochure filed with the SEC which discusses among other things, Ellis Investment Partners LLC’s business practices, services and fees, is available through the SEC’s website at: www.adviserinfo.sec.gov.