About Kim Ells

Welcome to Kim Ells - Secure Retirement Resources. We handle all types of personal retirement planning. We are a team of individuals committed to providing our clients with highly personalized service.

Our objective is simple: To identify and help minimize our clients’ exposure to risk in retirement. Your security in retirement is threatened by four things: inflation, medical costs, market risks, and taxes. We review your entire situation to help protect you from these destroyers of your security. You deserve peace of mind in retirement. You deserve to feel sure that you are passing a lasting legacy on to your loved ones. By taking time to get to know you and your goals we can provide you with the best combination for you. 

Our approach is direct: To analyze our clients’ complete situation in regard to retirement and design a responsible protection program.  We are also on the look out for your vulnerability in estate planning and refer you to a qualified attorney. For your investments in stocks we refer you to a qualified securities broker.

The Maze that is Medicare: We can help explain your choices with Medicare, so that you can get the right combination for you. 

 

  • team member

    Kim Ells