Do No Sell My Information

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2681 Townsend Ct.
Clarksville, TN 37043

Call: 931.905.0050
Fax: 931.647.8654

Client Relationship Summary (CRS)
Firm Brochure (Form ADV Part 2A)
Brochure Supplement – Kathy Ellis, CFP® (Form ADV Part 2B)
Brochure Supplement – Eric Ellis (Form ADV Part 2B)
Important Disclosures
Privacy Notice

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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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. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my information.