For Business Owners

We are experts in the creative use of insurance and investments for business planning.  We can show you how to reduce your risks and maximize your assets.  If you think insurance isn't for you because of the cost or your health situation, we have the experience to obtain the coverage you need where others fall short.

In addition to helping your business, we can help you protect yourself and your estate. Let our extensive experience and expertise in designing tax-efficient solutions work for you and for your family.

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.