Retire with confidence and peace of mind.

Proactive Financial Planning and Investment Management to help you enjoy the retirement you deserve.

Pre-Retirees

Financial Planning and Investment Management tailored to the needs of individuals and households preparing to transition into retirement.

How we help Pre-Retirees:

  • These clients are preparing to retire within the next 5 years. It often begins with understanding your current savings, your lifestyle costs, and your goals for retirement. We’ll run an assessment of where you stand in relation to your retirement goals to ensure you’re on track to comfortably retire.

  • We’ll ensure you are prepared from all facets of your financial picture, so you can transition into retirement with confidence and excitement. This includes having a plan for:

    • Sufficient retirement savings to support lifestyle

    • Appropriate cash savings to hedge investments

    • Income Plan & Portfolio Withdrawal Plan

    • Investment Plan

    • Tax reduction opportunities in retirement

  • We’ll position the investments in an appropriate manner to be ready for distributions in the coming years with a focus on:

    • Risk Tolerance

    • Time Horizon

    • Asset Allocation

    • Income Need

    • Tax & Fee Conscious

Retirees

Financial Planning and Investment Management tailored to the needs of individuals and households who are currently retired.

How we help Retirees:

  • These clients have already transitioned into retirement. Similarly to pre-retirees, this too often begins with a retirement assessment. We’ll aim to understand how you’ve been approaching your finances in retirement.

  • Once we have run your assessment, we’ll be able to locate opportunity areas to enhance your current plan. We’ll run analysis to help with decisions around:

    • Retirement Spending

    • Portfolio Withdrawal Strategy

    • Social Security & Pensions

    • Medicare

    • Taxes

  • We’ll guide you through your retirement years, so you don’t have to worry about the finances and can enjoy the retirement you deserve.

    We’ll manage your investments in a customized portfolio tailored to your:

    • Risk Tolerance

    • Risk Capacity

    • Time Horizon

    • Income Need

    • Tax Situation

Retirement Planning

  • Retirement Assessment

  • Understanding when the retirement you desire is feasible

  • Calculating a safe withdrawal rate

  • Portfolio Drawdown Strategy by Account Type

  • Social Security & Pension Analysis

  • Medicare Planning

  • Tax Assessment & Planning

  • Estate & Legacy Planning

Investment Management

  • Investment Strategy Assessment

  • Understand your Risk Tolerance, Time Horizon, and Risk Capacity

  • Create and Implement Your Investment Strategy

  • Utilizing Asset Location to reduce the taxes your portfolio generates

  • Make adjustments dependent upon market valuations and economic conditions

  • Rebalance on an ongoing basis to keep the portfolio within the target allocation

A little bit about me

Drew Schaffer is a CERTIFIED FINANCIAL PLANNER™ who specializes in helping people transition into and throughout retirement. He primarily helps with retirement planning and investment management.

  • The CFP® certification is the standard for financial planning. CFP® professionals meet rigorous education, training and ethical standards, and are committed to serving their clients' best interests today to prepare them for a more secure tomorrow.

  • Drew has been a practicing CFP® since 2018. He was lead planner and advisor for 200+ households during his time at Vanguard. Since joining Ellis Investment Partners, LLC in 2021, Drew has taken the role of heading the financial planning department, as well as lead planner for Ellis clients. Drew keeps his practice size to a maximum of 60:1 client to advisor, to ensure each household receives adequate attention and proactive retirement advice.

  • From my experience, the areas covered, and the services provided across most wealth management firms are similar. You may have differences in investment philosophies at different firms, differences in costs, or differences in planning techniques. But even those share more similarities across firms than differences.

    The biggest difference makers for a client’s experience and the value they derive from an advisor relationship are dependent upon their advisor themselves. Those difference makers include:

    • Time and attention your retirement plan receives

    • Proactively planning for your retirement’s opportunity areas

    • Consistent & Effective communication

    • Expertise around your areas of need and knowledge of solutions

    • Ability to trust your planner

    The last bullet point is grown and realized over time. And I place it with the utmost importance to build a two-way trusting relationship. But those first four bullet are things I can control up front. This is why I limit my client to advisor ratio to 60:1. At my previous institution, we would have 200 clients to 1 advisor. I would have 25-30 meetings a week. Whereas now I may have 2-3 meetings a week.

    This allows me to spend adequate time on each household’s retirement plan. Proactively research and communicate the best solutions for your specific needs. And help you implement those solutions, creating actual positive impact to your retirement.

Retirement Blog

Ellis Investment Partners, LLC is an investment adviser registered with the U.S. Securities and Exchange Commission (“SEC”). Registration of an investment adviser does not imply any specific level of skill or training and does not constitute an endorsement of the firm by the SEC. Ellis Investment Partners, LLC only transacts business in jurisdictions in which it is properly registered or exempt from registration. A copy of Ellis Investment Partners, LLC’s disclosure brochure, which discusses the firm’s business practices, services and fees, is available through the SEC’s website at www.adviserinfo.sec.gov or by contacting the firm.

For more information on Ellis Investment Partners, LLC, please read our Form CRS.