Wealth Can Create Great Complexity.

We Provide Sophisticated Strategies to Enhance Wealth, While Reducing Risk and Complexities

 

The Kaleel Company has nearly 50 years of experience helping to maximize wealth for our clients through innovative tax strategies, estate strategies, investment management, and preservation solutions. We apply customized strategies that use investments, insurance and alternatives to meet the growth, retention and special circumstance needs of our uncommonly successful clients.

 

 

The Kaleel Company

Lives Change. Needs Change.™

See Lincoln Financial Securities (LFS’) Form CRS Customer Relationship Summary, available here, for succinct information about the relationships and services LFS offers to retail investors, related fees and costs, specified conflicts of interest, standards of conduct, and disciplinary history, among other things. LFS’ Forms ADV, Part 2A, which describe LFS’ investment advisory services, Regulation Best Interest Disclosure Document, which describes LFS’ broker-dealer services, and other client disclosure documents can be found here.