Richard Ellis| (310) 922-4663
Living Your Best Life
With A TAX FREE Retirement Plan
True Financial Freedom
Everyone dreams about a great retirement. Every day a Saturday. Plenty of time for leisure activities, and endless days of relaxing with friends and family. Will you be living your best life, or just surviving to make ends meet? To make our expectations match our reality, it’s important to plan for retirement. And it goes beyond just saving and hope you have enough.
To have a comfortable retirement lifestyle, you need to understanding the tax implications of our IRA, 401K and other qualified plans, and how our Social Security benefits play a role. And it’s important to see if all your years of saving will be enough for your future living expenses.
Often, retirees are surprised when they start to take a distribution. They discover how much in taxes the withdrawal requires. They may not have planned for this amount to be diverted and this can delay their retirement or dramatically reduce their retirement lifestyle.
At Richard Ellis Financial Services, we can provide you with the education to protect the assets you have accumulated and offer you peace of mind solutions for living out your best years.
Money strategies For your Financial Freedom
Our role here is to educate and inform you of the constantly changing financial landscape. We are here to listen, assess your situation and provide solutions to reach your goals. We have smart money strategies that utilize a Compounding Accumulation Account for a TAX FREE retirement.
These strategies can help you:
reduce debt
redirect expenditures
minimize taxes
build wealth
maximize social security
plan for long term care
Eliminate Debt, Redirect Expenditures, and Build Wealth
A little bit can grow to be a lot!
Just having a 401K plan or IRA is not the only strategy.
As financial educators and wealth strategists, we’ve helped many of our clients craft a worry free, TAX FREE retirement.
Other financial goals we help clients with:
- Paying for a college education without college loans
- Purchasing or refinancing a home
- Consolidating and elimination debt
- Protecting your #1 asset: your ability to earn a living
- Knowing when to take Social Security
- Minimizing tax obligations
- Preparing for long term care
- Planning for estate and legacy preservation
ABOUT
Richard Ellis
I was born and raised in Southern California. As a teen I took care of international athletes, handling their day to day needs. I attended UCLA, then founded Sports Clinic a running and tennis store.
At the store I offered weekly runs, 5k races in Griffith Park, seminars with speakers from podiatrists, chiropractors and coaches. Also, offered tennis lessons.
I moved on to starting a limousine service (Chauffeured Limousine Services) handling business professionals and celebrities. I always put my clients first, even had many testimonials for service above and beyond.
Next, I started flipping houses, then became a realtor in 1986. I’ve helped clients in real estate and loans for over 30 years.
In 1992, I became a licensed life and health insurance agent. I mainly work with term life policies and IUL policies which aids in retirement planning.
If you have questions, I have the answers for you.
“This isn’t About us. It’s about you, Your Dreams, Your Money, Your Decisions.”
YOUR FINANCIAL EDUCATION starts with our
MONEY SCHOOLS
An Educated Consumer is an Informed Consumer
Free Tips on How to Protect your Future Wealth and Health.
Our partners host and online Money School webinar are every other Monday night.
Hosted by key industry leaders, you will learn helpful hints and little-known secrets on how to save, keep, grow, and protect your money.
Visit Often. Topics change regularly.
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For anyone who wants to get out of debt, build wealth, and become financially independent.
* MISSION ONE MILLION retails for $24.95, but I bought it for you!
Free eBook!
With every dollar there is an opportunity to spend it or save it.
CLICK BELOW to access a free copy of MISSION ONE MILLION by my colleagues, Merle Gilley and Steve Burton.
Together, the Mission ONE Million team has helped thousands take control of their money and create wealth.
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"How you invest during retirement is as critical as how you invest in preparing for retirement."
~ Daniel R. Solin
Richard Ellis
Recommended Reading List
- Mission One Million (a MUST Read) by Merle Gilley and Steven Burton
- My family Financial Miracle by Merle Gilley
- Look Before You LIRP by David McKnight
- The Power of ZERO by David McKnight
- Money, Wealth, Life Insurance by Jake Thompson
- Paychecks and Playchecks by Tom Hegna
- Don’t worry, Retire Happy by Tom Hegna
- Guide to Social Security and Medicare by Tom Hegna
- The NEW Retirement Savings Time Bomb by Ed Slott
- Fund Your Future by Ed Slott
100% Free Consultation
No Cost. No Obligation.
Meetings Can Be Conducted Virtually Online, In-Person and By Phone.