Retirement Income Distribution Planning

While you have been successful in accumulating wealth, paying it out over the balance of your life takes careful planning. We will marshal your resources to correspond to your life needs, with the goal of providing you with the needed income from your available assets. We will thoroughly investigate and explore your options, and apply sound judgment to achieve the desired long-term results. And once we have determined your income needs, we will determine the proper blend of asset classes to pursue both growth and protection, and help you deal with the tax issues that you will encounter. Our objective is to help you plan, invest, and live well.

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.