Our Services
Every client walks a unique path in life, and HCR Advisors are here to help guide you to financial freedom through our innovative financial management framework, The Clarity Formula®. Encompassing all the steps you will encounter on your financial journey, The Clarity Formula® provides a comprehensive, transparent, and highly customizable map that gives you the perspective and insight needed to continue moving forward with confidence.
Financial
Planning
- Financial Analysis
- Retirement Planning
- Income Review
- Budgeting
- Net Worth Analysis
Investment
Management
- Active Portfolio Management
- Market Research
- Buy & Sell Advice
- Real Estate Analysis
- Alternative Investments
- Individual Stocks & Bonds
Estate
Planning
- Multi-Generational Planning
- Trust Review
- Account Title Review
- Tax Reduction Analysis
- Legacy Planning
Risk
Management
- Insurance Review
- Asset Protection Recommendations
- Personal Coverage Review
- Business Protection Analysis
Tax
Strategies
- Year End Tax Loss Harvesting
- Tax Efficient Allocations
- Tax Return Review
- Retirement Plan Optimization
Cash
Management
- Cash Flow Analysis
- Debt Structuring
- Cash Optimization
- Competitive Margin Rates
- Pledged Asset Lines
Value Added
Services
- Trusted Network
- Thought Leadership
- Business Consulting Services
- Custom Services Tailored to Your Needs
Our Clients
Beyond our extensive financial capabilities, what truly differentiates HCR wealth advisors in Los Angeles is the client experience. Every one of our clients has access to an entire team of professionals, and we take all life factors into account when advising, versus just financial considerations. We are also unconstrained by proprietary investment products. We consider multiple options and possibilities based on your personal situation. The result is an objective, empathetic and collaborative relationship and a tailored financial plan that evolves with you.
Insights
Market Monitor – June 2022
On the surface, market returns in May appeared to be uneventful and were modestly positive. However, the reality within the month was far from that. For much of May, equity markets largely fell as investor focus turned to whether the Federal Reserve actions to suppress inflation could lead to recession.
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Disability and Long-Term Care Insurance
Disability and long-term care insurance are two important types of insurance coverage that tend to go under the radar for many people, but each of these can be critical if…
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Market Monitor – May 2022
The quick and material rise in interest rates had significant impacts across asset classes in both April and the year so far. Our outlook for 2022 remains similar to how we entered the year, emphasizing caution toward greater volatility ahead.
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Market Monitor – First Quarter 2022
The first quarter certainly lived into our 2022 Outlook, Navigating Moderation, in which we discussed volatility ahead. Even before notable geopolitical events in Europe, both fixed income and equities had pulled back as investors adjusted to the Federal Reserve’s new tone of higher rates and less accommodative policies.
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