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 Plans Business Planning Insurance Life Insurance Long Term Care Insurance Neither Woodbury Financial Services, Inc., 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.