Bobby Ellis Financial Consultant

08/10/2026

This Friday, join us for our virtual workshop, Social Security 101, and gain a better understanding of the benefits available to you. We'll cover retirement benefit eligibility, the impact of claiming benefits early, disability, survivor and spousal benefits, as well as strategies to help maximize your Social Security benefits and important Medicare timing considerations.

📅 Friday, August 14, 2026
⏰ 12:00 PM – 12:45 PM CST
💻 Virtual | Free to Attend



✅ Register here:

Join us for a virtual workshop with the Social Security Administration. We will cover when you are eligible for retirement benefits, how early retirement affects your benefits, and if you qualify for disability, survivors, and spouse benefits. Learn strategies to maximize your benefits, understand t...

01/27/2025

We're thrilled to announce the release of our 2025 Tax Facts Guide! The full guide is available on our website (linked below). This guide designed to help you navigate your tax questions with ease. If you're interested in discussing ways to maximize your tax savings, feel free to reach out. Thank you for your continued support!

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed an...

10/25/2024

Having a great time here at the 2024 National Associate Forum (NAF) Annual Meeting-networking, visiting exhibits, and learning about new initiatives during our business sessions!

10/14/2024

Planning for your child's future starts today! We want to help you learn effective ways to save for their education and set them up for success. Watch our quick guide to learn more, then reach out for personalized guidance.

You already know the importance of saving and planning. Watch our guide and discover strategies to help you prepare for your children's future educational ex...

10/10/2024

Check out LPL Financial Research's Weekly Commentary on the market: "Just When We Recalibrated, Another Shock Arrived".

10/02/2024

Check out LPL Financial Research's Weekly Commentary on the market: "Gold Rally is No Flash in the Pan".

09/26/2024

Check out LPL Financial Research's Weekly Commentary on the market: "Policy Crosscurrents: Potential Market Impacts".

09/19/2024

Check out LPL Financial Research's Weekly Commentary on the market: "Election Implications on the Municipal Market".

09/16/2024

Your children's education is an important investment. We put together this guide to give an overview of strategies that can help you save for future educational costs. Read on then reach out so we can discuss your goals for your family's future and make sure your plans are set up to support them.

A guide to preparing for children’s future educational costs with options for strategies and savings and investment vehicles.

09/12/2024

Check out LPL Financial Research's Weekly Commentary on the market: "Second Quarter Earnings Recap: Good, Not Great".