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
The Clarity Formula® – Tax Strategies
Despite the highest inflation in 40 years, rising interest rates, and significant losses in both the stock and bond markets, donors have remained committed to supporting the charities and causes…
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Market Monitor – September 2022
For much of August, markets were heating up in the wake of a relatively favorable earnings season. But, much like a child’s summer ends with a new school year, the August rally ended following the Jackson Hole Economic Symposium in the second to last week of the month.
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The Clarity Formula® – Investment Management – The Satellites
You have heard the adage “Do not put all your eggs in one basket.” This common phrase introduces the idea of diversification. Diversification is a key pillar in portfolio construction…
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Market Monitor – August 2022
July provided solid respite after a difficult first half of 2022. Investors looked to corporate earnings and guidance to set expectations for the second half of 2022 and beyond, assessing the position of their portfolios while weighing the risk of a recession.
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