Our Services

Investing & financial planning should never be complicated. Trust us to make it simpler for you.

Retirement Income Planning

Our goal is to help you build a retirement income plan that’s designed to last as long as you do—so you can fully enjoy the freedom of retirement without the constant worry of running out of money. We offer strategies that provide guaranteed lifetime income, giving you stability and peace of mind no matter how long you live. In addition, we help protect your retirement savings from unnecessary exposure to market volatility, ensuring your hard-earned assets aren’t lost due to a sudden correction or downturn.

Life Insurance

While life insurance is commonly associated with safeguarding young families, it also plays a powerful role in retirement planning, legacy building, and business continuity. It can provide tax-efficient retirement income, ensure a smooth transfer of wealth, and offer critical protection for small businesses. I partner with top-rated insurance carriers to offer a wide selection of solutions—including Fixed Indexed Universal Life, Term and Universal Life, Long Term Care options, and more—to help meet your unique financial goals.

Investments

We help you build a personalized investment strategy designed to support your long-term financial goals while managing risk along the way. Whether you're planning for retirement, seeking income, or growing your wealth, we aim to ensure your investments are working in alignment with your overall financial plan. With markets constantly changing, having a trusted guide can make all the difference in staying on track toward a more secure future.

Asset Management

We provide personalized asset management designed to help you grow and preserve your wealth with confidence throughout every stage of life. Our approach aligns your investment portfolio with your long-term goals, risk tolerance, and time horizon, so you can stay on course—even through changing market conditions.

Long Term Care Insurance

We work with you to plan ahead for possible future care needs, helping ensure that you’ll have access to the right support and services without facing unnecessary financial pressure. With nearly two-thirds of retirees encountering a long-term care event, we’re here to help you be financially prepared should that happen in your retirement.

DISCLOSURES:

Any recommendation, fund, vehicle, account, approach, third-party money manager deposit, annuity, investment offering or product, life insurance policy, other life insurance company offering or product, and/or strategy that is sold, and/or recommended, and/or offered via, and/or discussed by any relevant Registered Investment Advisor (RIA), Retirement Plans, LLC, any third-party money manager, and/or Hense R. Ellis II is not FDIC insured, not government or bank guaranteed, and not insured by any government agency. (By the way, the United States government owes at least 34 trillion dollars and has massive unfunded future liabilities of over 200 trillion dollars, and it has little chance of meeting these obligations with real wealth. The FDIC's potential liabilities far outstrip the amount of its insurance fund.) Any annuity, life insurance policy, other life insurance company offering or product, investment offering or product, recommendation, fund, vehicle, account, approach, third-party money manager deposit-investment, and/or strategy that is sold, and/or recommended, and/or offered via, and/or discussed by any relevant RIA, Retirement Plans, LLC, any third-party money manager, and/or Hense R. Ellis II may lose value and/or money, including loss of principal. Principal withdrawals will negatively affect principal balance, along with any future death benefit or surrender value, as well as the income production ability of any annuity, life insurance policy, other life insurance company offering or product, investment offering or product, recommendation, fund, vehicle, account, approach, third-party money manager deposit-investment, and/or strategy that is sold, and/or recommended, and/or offered via, and/or discussed by any relevant RIA, Retirement Plans, LLC, any third-party money manager, and/or Hense R. Ellis II. Any loss and/or withdrawal of principal will generate lower and/or fewer periodic payments. Past performance of any annuity, life insurance policy, other life insurance company offering or product, investment offering or product, recommendation, fund, vehicle, account, approach, third-party money manager deposit-investment, and/or strategy that is sold, and/or recommended, and/or offered via, and/or discussed by any relevant RIA, Retirement Plans, LLC, any third-party money manager, and/or Hense R. Ellis II is not a guarantee of future returns, results, and/or performance. At a minimum, this disclaimer is applicable to any annuity, life insurance policy, other life insurance company offering or product, investment offering or product, recommendation, fund, vehicle, account, approach, third-party money manager deposit-investment, and/or strategy that is sold, and/or recommended, and/or offered via, and/or discussed by any relevant RIA, Retirement Plans, LLC, any third-party money manager, and/or Hense R. Ellis II, whether they offer and/or sell same directly and/or indirectly via an intermediary and/or third party. Insurance company offerings and products (including—but not limited to—annuities) are contracts between buyer/investors and an insurance company or companies. Promises and/or guarantees within, and/or related to, life insurance company contracts and/or illustrations rely on the financial strength and claims-paying ability of the issuing insurer. The information in this information package and/or any other material from any relevant RIA, Retirement Plans, LLC, and/or Hense R. Ellis II, has been prepared for informational and educational purposes. It is not intended to provide, and should not be relied upon for, accounting, legal, tax, and/or investment advice. Please discuss this material with a professional specializing in these areas regarding the applicability of this information to your particular and unique situation. Please contact Retirement Plans, LLC before making any investment decision based on these materials. Information regarding securities, investment advisory, and insurance company offerings and products found in any Insight, LLC materials is not intended for residents outside Alabama. Only information regarding certain unregulated products may be considered by residents of other states.

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