Kellner Financial
Take Control of Your Financial Future
Kellner Financial is a wealth management company in Littleton, CO, providing investment services, retirement planning, estate planning, and education planning through LPL Financial.
About
Kellner Financial is a wealth management company founded by John Kellner, who has over 20 years of experience in the financial services industry. After sixteen years working for MassMutual and Metlife, John started his own firm to help clients choose, invest, and manage appropriate investments.
The firm offers services including wealth management, comprehensive planning, investment advisory (using ETFs, mutual funds, stocks, and bonds), education planning (529 plans, UTMA/UGMA), protection planning (life insurance, long-term care), retirement planning (401k, IRA, Roth), and estate planning. They also offer Guided Wealth Portfolios digital advisor platform. Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC.
Services
Wealth Management & Life Event Planning
Active advisory portfolio management, indexed investments and mutual funds, and other investment management and financial planning for life events.
Investment Advisory Services
Investment Advisory services based on risk tolerance, time horizon and goals, including Strategic Asset Management wrap accounts using ETFs, mutual funds, stocks, and bonds.
Education Planning
Future projection of educational costs, 529 plans, UTMA/UGMA accounts, and proper withdrawal strategies.
Protection Planning
Life insurance, long-term care insurance, disability income insurance, and other coverages.
Retirement Planning
Qualified retirement plans including 401ks, 403bs, 457s, Traditional IRA, Roth IRA, SEP IRA, SIMPLE IRA, and distribution strategies.
Estate Planning
Managing and controlling the distribution of wealth by planning how estate is to be handled in perpetuity.
