Ellis Insurance & Financial Group
Share
Specializing in Retirement Planning for Successful Families & Businesses.
Our team at Ellis Insurance & Financial Group helps clients navigate the often-complicated journey of financial planning so they can improve their quality of life and have peace of mind. We’re dedicated to preserving and growing our clients’ assets with sound counsel and expertise, and we use a comprehensive suite of services and products to serve their best interests. We take our responsibility as advisors seriously, and we’re proud to have an in-house team of professionals with over 50 years of combined experience, along with carefully chosen strategic alliances who support us in serving our clients effectively. Although we hold licenses in 20 states across the U.S., most of our clients are in and around the Baton Rouge area. We have extensive experience working with wealthy families, corporate executives, successful business owners, and hard-working professionals. No matter what industry they’re in or where they are in their career, we love working with dedicated clients who are looking to maximize and protect what they’ve worked so hard to earn. We’re committed to creating a customized plan for each client, and helping them determine their big-picture goals and the concrete steps to achieve them.
09/23/2026
Thinking of starting a business or navigating those early years? This article shares 16 essential tips for surviving your first five years.
16 Essential Tips For Surviving The First Five Years In Business | ZenBusiness Starting a business is hard work. Follow these 16 essential tips to increase your odds for success over the first five years.
: "There is only one thing that makes a dream impossible to achieve: the fear of failure. ― Paulo Coelho
09/16/2026
Check out these 10 essential time management tips that help you work smarter and take control of your day.
10 Time Management Skills Every Person Should Cultivate To be successful, everyone needs to continue to add to their skillsets. Each entrepreneur, startup, and small business will have its set of “how-tos” that are vital.
: "Definiteness of purpose is the starting point of all achievement." – W. Clement Stone
09/09/2026
Not all disability policies are the same—“own-occupation” coverage protects your income if you can’t work in your field. Read the article to learn how this policy differs and why it matters.
Own-Occupation Policy Explained: Coverage, Benefits, and Example Discover how own-occupation policies protect your income if you're unable to perform trained duties due to disability, plus explore coverage benefits and an example.
09/07/2026
09/02/2026
Most women surveyed admit they’re guessing how much they need for retirement, instead of using a plan or advisor. Knowing the right numbers matters. Read the article to learn more.
Survey: Women are guessing when it comes to retirement planning More than half of women across all generations say they guess at the magic sum they’ll need to feel financially secure in retirement, according to a new survey.
: "Your true success in life begins only when you make the commitment to become excellent at what you do." —Brian Tracy
08/26/2026
Want to get more time every month without waking up earlier? This article from explores how small shifts in mindset and habits can create more time for what truly matters.
How to Get More Time Each Month—Without Waking Up Earlier Feeling stretched thin? These psychological strategies help busy women get 10+ hours back each month—without sacrificing success or ambition.
: "Everything you’ve ever wanted is on the other side of fear." — George Addair
Click here to claim your Sponsored Listing.
Category
Telephone
Website
Address
8280 YMCA Plaza Drive, Building 1
Baton Rouge, LA
70810
Opening Hours
| Monday | 8:30am - 5pm |
| Tuesday | 8:30am - 5pm |
| Wednesday | 8:30am - 5pm |
| Thursday | 8:30am - 5pm |
| Friday | 8:30am - 5pm |