Elaine Ellis assists Business Owners, Professionals and Individuals plan for their financial future, by offering comprehensive services, from basic financial services to complex estate and business planning. All utilize a unique approach that creates successful solutions tailored to each client. After analyzing a client’s complete financial situation, she then develops a comprehensive financial strategy that includes cash management, risk management, investment planning, retirement planning, business planning, tax planning, estate planning and business continuation planning. Elaine’s knowledge of securities, insurance, real estate and mortgage lending helps her clients make astute financial decisions, while her alliances with other key advisors enable comprehensive strategies. Elaine has also served on the Board of the National Association of Women Business Owners, where she was named “Member of the Year.” As well as being a member of other professional associations. She actively supports Girls Going Places@, a program that teaches young women financial literacy and encourages entrepreneurship.
As your financial professional, our first job is to help you protect your current position. Then we work with you to create a roadmap for the achievement and protection of your full vision. We focus on your unique needs and design customized strategies to help meet those needs. Once the plan is clear, we begin to conservatively advance toward it, never taking more risk than necessary to achieve the fulfillment of your narrative.
Specializing in Estate Planning, Charitable Planning and Retirement Planning for executives, professionals, and small business owners.
Employee Benefits, Executive Benefit Planning, Key Person Planning, Qualified Retirement Plans, Deferred Compensation Planning & Buy/Sell and Buy-Out Planning
Life Insurance, Disability Insurance, Long-Term Care Insurance & Group Health Insurance.
A good life in any moment is simple to enjoy; a good life for the rest of our lives requires a plan.
Click to watch how we can help bring financial balance to your life.
At Pacific Advisors, we help you get financially organized and make better-informed decisions and practices. You'll get a wide-angle view of your business, personal, and protected finances, allowing you to adapt as your circumstances and desires change. We offer a web tool called the Living Balance Sheet®. This tool makes it easy to recognize the long-term potential of every dollar you earn, so you can make decisions toward achieving improved financial balance.
This award is not issued by Guardian or its subsidiaries. The annual Forbes ranking of Best-In-State Wealth Advisors List 2023 is based on criteria developed and obtained by SHOOK Research, LLC. No compensation was provided in connection with obtaining this rating; however, advisors may choose to pay fees to Forbes and Shook for premium listing features; including, usage rights of the ranking logo. Past performance is not an indication of future results.
Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 2875 Michelle Dr. Suite 110 Irvine, CA 92606, 909-399-1100. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Pacific Advisors is not an affiliate or subsidiary of PAS or Guardian. Pacific Advisors is not registered in any state or with the U.S. Securities and Exchange Commission as a Registered Investment Advisor. Insurance products offered through One Pacific Financial & Insurance Solutions LLC, DBA of Pacific Advisors LLC. Pacific Advisors LLC is not registered in any state or with the U.S. Securities and Exchange Commission as a Registered Investment Advisor. CA Insurance License Number - 0C39517. This material is intended for general use. By providing this content Park Avenue Securities LLC and your financial representative are not undertaking to provide investment advice or make a recommendation for a specific individual or situation, or otherwise act in a fiduciary capacity.