Products & Services
At Hadel Financial Advisors, Inc., a client's goals and concerns are discussed through individualized meetings. In addition, a risk profile will be completed and an assessment made to determine the client's investment objectives and risk tolerance level. After the evaluation, we are able to design a personalized portfolio for the client and determine which of the following products would best suit their needs:
Investments
- Bonds
- Common stock
- R.E.I.T.'S
- Brokerage Accounts
- I.R.A.'s
- Annuities
Financial Planning
- Retirement Plans
- College Plans
- Estate Planning Strategies
- Business Planning
Insurance
- Life Insurance
- Long Term Care Insurance
Neither LPL Financial, nor its registered representatives or employees, provide tax or legal advice. As with all matters of a tax or legal nature, you should consult with your tax or legal counsel for advice.