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 Analysis
- Retirement Planning
- Income Review
- Net Worth Analysis
- Active Portfolio Management
- Market Research
- Buy & Sell Advice
- Real Estate Analysis
- Alternative Investments
- Individual Stocks & Bonds
- Multi-Generational Planning
- Trust Review
- Account Title Review
- Tax Reduction Analysis
- Legacy Planning
- Insurance Review
- Asset Protection Recommendations
- Personal Coverage Review
- Business Protection Analysis
- Year End Tax Loss Harvesting
- Tax Efficient Allocations
- Tax Return Review
- Retirement Plan Optimization
- Cash Flow Analysis
- Debt Structuring
- Cash Optimization
- Competitive Margin Rates
- Pledged Asset Lines
- Charitable Giving
- Donor Advised Funds
- Charitable Trust
- Trusted Network
- Thought Leadership
- Business Consulting Services
- Custom Services Tailored to Your Needs
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.
The Clarity Formula® – Long-Term Care Insurance
Adults today who are 65 years of age or older have a 70% chance of needing some form of long-term care service or support during their remaining years. Furthermore, with…Read article
Market Review – May 2023
The sanguine April return of headline indexes hides the churn underneath. Equity and fixed income indexes alike posted modestly positive returns overall with year-to-date trends for 2023 continuing in April;Read article
Market Monitor – First Quarter 2023
While volatility in the markets remained during the first quarter of 2023, broadly speaking, equity and fixed income markets saw a strong rebound.Read article
In Focus: The Fed’s Inflation Target is Not Yours
Inflation matters in many ways, but most importantly for markets today is the force behind the Federal Reserve’s actions. It’s primary tool to cool inflation is higher interest rates. Higher…Read article
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“HCR has managed my portfolio expertly and has provided a huge range of advice, contacts, and resources in many areas including taxes, insurance, legal, business development, and more. They are invaluable, wise advisors in all areas of my life, and I trust them 100% to manage my money and give me great advice...
“My investment goals are simple: when the market is up, I'd like to be up. When the market is down, I'd like to be less down, and recover faster. HCR has consistently delivered the investment performance to achieve this objective. And they're really nice, too...
“Working with HCR has benefited me in many ways. They’ve helped us to better understand our finances and the financial markets, and they always keep us updated. They are experts in understanding and managing our trust, Medicare, and retirement planning, and they give us all the time in the world until we feel comfortable and completely understand...
“Thanks to HCR Wealth Advisors, I never have to worry about my money or finances. I truly feel like they’re one of the best wealth management firms out there and they always make me feel like I’m a member of the family...
“Thanks to our work with HCR, our whole relationship with money and wealth has changed. We can now see the big picture as well as the details of income, expenses, risk, and retirement goals. Our advisors at HCR have helped us figure out how to pivot to new strategies and goals when life threw us curveballs – through health changes, family changes, layoffs, promotions, recessions, etc., HCR has always been there to help...
“One of the best things to come out of working with HCR has been the peace of mind in knowing that I have a group of knowledgeable and dedicated professionals who I can trust guiding and advising me so that I am able to attain my financial goals...
“HCR goes above and beyond to provide me with the clarity I need in all of my life transitions. They always educate me and walk me through every step of the way. In addition to never having to worry about my finances, HCR truly makes me feel like family whenever we speak or I go into the office. HCR has saved me so much stress and alleviated so many concerns in my financial life...
“After suddenly becoming a widow, thanks to the guidance HCR provided me, I knew my financial future would be in good hands. They helped me establish my financial goals, educated me on the steps needed to reach those goals, reviewed insurance plans and trusts to be sure everything was in order for me to maintain financial independence, and so much more – all while being open and candid in our discussions...