Will Kellar, CFP^®

Will is a dedicated CERTIFIED FINANCIAL PLANNER™ professional and partner at Human Investing, a trusted fiduciary advisory firm. His expertise lies in proactive guidance for investors, with a multifaceted approach, specializing in the following areas: • Increasing Cash Flow: By implementing strategic financial planning, he optimizes cash flow to ensure efficient allocation of resources. • Aligning Hard-Earned Dollars with Goals and Timelines: Will takes pride in crafting personalized strategies that align individuals' hard-earned dollars with specific goals and timelines, fostering a roadmap to financial success. • Mitigating Taxes: With a keen understanding of tax implications, he deftly navigates complexities to minimize tax burdens and maximize financial gains. • Protecting Assets and Managing Risks: Will's priority is safeguarding assets and managing risks effectively. He develops comprehensive plans to instill peace of mind for the future. • Efficiently Passing Assets to Heirs: Ensuring a seamless asset transition to heirs is a cornerstone of his approach. Will specializes in creating efficient, cost-effective strategies to pass on wealth and legacy. Beyond his advisory role, Will also serves as a professor of Retirement Planning, sharing his expertise with the next generation of financial professionals and guiding them through the complexities of creating secure financial futures. He is driven by a genuine passion for empowering individuals to make well-informed decisions.

Budget & Debt Management, Comprehensive Financial Planning, Attending College, Charitable & Planned Giving, Investment Management, Estate Planning, Insurance, Life Planning, Retirement, Long-term Care, Sudden Wealth