The CFAR System

The Custom Financial Analysis and Review (CFAR™) system was created by us to do one thing, and do it very well – to get to know you, and to get you to know yourself from a financial perspective. It deals with your questions, your concerns, and develops strategies that help guide you to the life you want. And unlike other financial modeling systems, CFAR™ factors in personal feelings and emotional needs that affect your goals and life objectives. We try to make it easy, fun, and do it in a relaxed and casual manner.


Investments offered through representatives of Lincoln Financial Securities Corporation, Member SIPC ( to residents of CA, CO, CT, FL, MA, ME, NC, NH, NY, PA, SC, VA & VT. Lincoln Financial Securities and its representatives do not offer tax or legal advice. Individuals should consult their tax or legal professional regarding their specific circumstances. Advisory services offered through Kaleel Investment Advisors, LLC, a Massachusetts registered Investment advisor. Lincoln Financial Securities and Kaleel Investment Advisors, LLC are not affiliated.