Steve Kellar, Cfp® Email & Phone Number

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.

Listed skills include Fee Based Investment Portfolios, Retirement Income Management, Social Security Maximization, Life Insurance Policy Analysis, and 3 others.

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  Wheaton College

  Theology/Theological Studies