At Ellis, Altenbach & Associates, we proudly serve hardworking people who've sacrificed, saved, and care about their families. They include active and retired business owners, executives and professionals.While diverse in achievements, our clients share similar values and outlooks on managing investment risk – often with the goal to generate reliable portfolio income. Our clientele wants to steadily grow their wealth, while maintaining their desired lifestyle now and throughout their lives.With admiration and respect for these clients, our two advisors apply their rigorous industry training as CERTIFIED FINANCIAL PLANNER™, CFP® certfificants. Together, they deliver forward-looking guidance that helps clients prepare for circumstance they anticipate and those they don't.Taking cues from clients, the markets and our firm's award-winning analysts, we look to mitigate investment risk with portfolios that span asset classes, sectors and borders. Using the breadth and depth of our firm's research and offerings, we customize each client's portfolio to include equities, bonds, mutual funds and alternative investments.However, before investments are ever considered, we spend significant time getting to know clients. Working closely with both spouses, if possible, we look to understand their visions and family dynamics. Frequently this involves working with multiple generations from the same family.To learn, we ask questions over the course of each relationship, ''What's your primary financial concern – your retirement, providing for your children, an elderly parent? What's your philosophy around money? Why have you come to us – and why now?"We also bring open hearts and minds to our planning-based approach – especially when helping after a divorce or after the loss of the spouse, take next steps to make wise and unhurried financial decisions.What makes us proud? We have managed our clients' money and emotions amid the market volatility of 2001, 2008, 2020 and 2022 – with virtually all of those clients remaining with us today. We believe that's due in large part to mitigating investment risk and helping clients stay focused on the strategy we've designed on their behalf.From risk-managed investment and retirement planning, to education, tax-minimization and estate planning strategies, we explain our recommendations in simple terms. Our goal is to help clients make informed financial decisions with a clear understanding of the "how" and "why".*Some or all alternative investment programs may not be in the best interest of certain investors. No assurance can be given that any alternative investment's investment objectives will be achieved.