Steve Kellar, Cfp®

Steve Kellar, Cfp® Email and Phone Number

Longevity Planning | Retirement Income Services @ IHT Wealth Management
chicago, illinois, united states
Steve Kellar, Cfp®'s Location
Chicago, Illinois, United States, United States
About Steve Kellar, Cfp®

Our focus is retirement income planning. My associates and I aim to help individuals and couples envision and launch themselves into a secure and satisfying post-career lifestyle - sometimes sooner than they thought possible. Of equal importance is our goal to secure and manage the income needed; our clients have entrusted us with a predictable future of monthly paychecks, and we take this very seriously. That responsibility is our highest priority and provides us our greatest satisfaction -- we want to enable existing and new clients to "Choose Their Day" and then enjoy that next chapter of life they've worked hard to achieve.I began my career over 30 years ago as an insurance agent with New England Life and then later joined Mass Mutual Financial Group where I built a successful practice. In 1999 I obtained my credentials as a CERTIFIED FINANCIAL PLANNER®. In 2009 I joined a boutique Chicago Registered Investment firm to focus on investment management. From that point forward I have devoted my professional life to wealth management and the personal freedom sound financial planning can provide my clients. I have been privileged to work with wealthy families, single parents, career professionals, and business owners. I am very pleased to practice my profession within such a vibrant organization as IHT Wealth Management. It is a special pleasure to often combine my skills with other professionals within our firm. It is the best of both worlds for me and for my clients.On the personal side I am a serious photographer, a long-time Chicago resident (Albany Park), and I will travel to NYC for a favorite ballet. I have a beautiful wife, five wonderful daughters and a fierce Maltipoo named Loki.• Securities offered through LPL Financial, member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘Contact’ section. Investment advice offered through IHT Wealth Management, a registered investment advisor and separate entity from LPL Financial.• Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.• The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Steve Kellar, Cfp®'s Current Company Details
IHT Wealth Management

Iht Wealth Management

View
Longevity Planning | Retirement Income Services
chicago, illinois, united states
Employees:
60
Steve Kellar, Cfp® Work Experience Details
  • Iht Wealth Management
    Retirement Income Services
    Iht Wealth Management Dec 2020 - Present
    Chicago, Illinois, United States
  • Steve Kellar, Cfp
    Certified Financial Planner
    Steve Kellar, Cfp Jun 1999 - Present
    Greater Chicago Area
  • Sheridan Road Financial, A Division Of Hub International
    Managing Director Of Retirement Income Services
    Sheridan Road Financial, A Division Of Hub International Sep 2009 - Dec 2020
    Greater Chicago Area
    Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.Compliance Disclaimer - Securities offered through LPL Financial. Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to website section above. Advisory services offered through Sheridan Road Advisors, LLC, a HUB International company and SEC registered investment advisor. Sheridan Road Financial, Sheridan Road Advisors, LLC and HUB International are separate entities from LPL Financial.
  • Massmutual Financial Group
    Financial Services Advisor
    Massmutual Financial Group Mar 2000 - Jul 2016
    Greater Chicago Area

Steve Kellar, Cfp® Skills

Fee Based Investment Portfolios Retirement Income Management Social Security Maximization Life Insurance Policy Analysis Long Term Care Planning Estate And Business Organization Etfs

Steve Kellar, Cfp® Education Details

Frequently Asked Questions about Steve Kellar, Cfp®

What company does Steve Kellar, Cfp® work for?

Steve Kellar, Cfp® works for Iht Wealth Management

What is Steve Kellar, Cfp®'s role at the current company?

Steve Kellar, Cfp®'s current role is Longevity Planning | Retirement Income Services.

What is Steve Kellar, Cfp®'s email address?

Steve Kellar, Cfp®'s email address is sh****@****bal.net

What is Steve Kellar, Cfp®'s direct phone number?

Steve Kellar, Cfp®'s direct phone number is +177338*****

What schools did Steve Kellar, Cfp® attend?

Steve Kellar, Cfp® attended Wheaton College.

What are some of Steve Kellar, Cfp®'s interests?

Steve Kellar, Cfp® has interest in Exercise, Home Improvement, Shooting, Reading, Sports, Home Decoration, Health, Photograph, Cooking, Gardening.

What skills is Steve Kellar, Cfp® known for?

Steve Kellar, Cfp® has skills like Fee Based Investment Portfolios, Retirement Income Management, Social Security Maximization, Life Insurance Policy Analysis, Long Term Care Planning, Estate And Business Organization, Etfs.

Who are Steve Kellar, Cfp®'s colleagues?

Steve Kellar, Cfp®'s colleagues are Denzil Dias, Anyssa (Volarath) Nerja, Chad Sewell Cfp®, Brian Housel, Jennifer A. Siebenaler, Catarina Edwards, Marilyn Friedman.

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