Donna Ellis, Social Security Planning Specialist
Donna Ellis
Private Wealth Manager, Creative Planning
Professional Profile
Donna Ellis is a dedicated Private Wealth Manager at Creative Planning in Cincinnati, OH, with nearly three decades of experience in the financial services industry. As a Certified Financial Planner™ (CFP®), she provides knowledgeable and reliable guidance, focusing on holistic financial planning that encompasses all aspects of her clients' financial lives.
Donna takes the time to understand each client's unique situation, helping them make informed decisions about when to begin receiving Social Security benefits and has a team to help you navigate the complexities of Medicare. Her comprehensive approach goes beyond investments, ensuring that every element of your financial picture is aligned to help you achieve your retirement goals. Her goal is for you to have financial peace of mind.
Donna Ellis has earned the National Social Security Advisor program, demonstrating advanced expertise in Social Security claiming strategies.
Clients appreciate Donna's warm demeanor combined with her professional expertise, making her a trusted partner in planning for their financial futures. Whether you are seeking to optimize your Social Security benefits or develop a full retirement plan, Donna is committed to providing the personalized service and insights you need for a secure and fulfilling retirement.
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How an NSSA® Certified Advisor Will Help You
An NSSA® Certified Advisor provides the knowledge and expertise needed to maximize your Social Security benefits and help you achieve a secure retirement.
Avoid Costly Social Security Claiming Mistakes
Navigating Social Security rules can be complex, and even small mistakes can cost you thousands of dollars in lost benefits. An NSSA® Certified Advisor ensures you make informed decisions and avoid costly errors.
Holistic Retirement Planning
An NSSA® Advisor integrates your Social Security strategy with your overall retirement plan, ensuring your assets work together to meet your financial goals and a clearer path to a secure future.
Guidance You Won’t Get from the Social Security Office
The Social Security office provides information but doesn’t offer personalized advice or strategies. An NSSA® Certified Advisor delivers tailored solutions based on your unique circumstances and goals.