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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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