Executive Benefit Strategies

Today, you can do better.

We specialize in assisting larger private and public companies, and non-profit organizations such as hospitals and universities.  Our services go beyond offering tax-advantaged savings and retirement plans for your senior management and key personnel.  We offer cutting-edge solutions, and also can often improve the effectiveness of existing plans.   Our goal is to provide greater savings and benefits to your highest income earners, and in certain circumstances we can reduce risk for the corporation, the individual, or both.

Investments offered through representatives of Lincoln Financial Securities Corporation, Member SIPC (http://www.sipc.org) 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.