Investment Planning & Management

We believe whole-heartedly in the saying, “Money is hard to make, and easy to lose.”

Our philosophy is the same whether you are just starting to save for the future, suddenly received wealth, or have been working a lifetime and are approaching retirement; it’s about wealth management. It is about building and maintaining wealth so that it is there when you need it.

Our responsibility is to help our clients organize and simplify their financial lives, maximize investment opportunities, and be on the lookout for the downside. We will build, manage and adjust investment programs that are designed specifically around your individual situation and needs. We consistently monitor your program, communicate with you, and proactively call you when opportunities arise.

For those who want and treasure a personal relationship, we have almost 5 decades of dedication to our clients through the service we provide.

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.