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

SECURE 2.0 Act Paves the Way for Big Changes
The SECURE 2.0 Act of 2022 (“SECURE 2.0”) is chock-full of provisions – 92, in fact – aimed at improving Americans’ preparedness for retirement. Like SECURE Act 1.0 (passed December…
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2023 Outlook
Goodbye TINA (There is No Alternative)
Our investment views are based on a simple idea: as facts change, so may our outlook. The last few years have been an interesting period for this ethos as our…
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2022 Year End Planning
This has been another unprecedented year in many regards. Market malaise may be front and center and on the minds of many, however, that should not serve as an excuse…
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Suddenly Come Into Money?
Receiving an inheritance or any form of sudden money can be a blessing in your life, but it usually comes with sadness and grief, and often with headaches and challenges. If you’re not careful and don’t manage the funds properly, it’s easy to let an inheritance go to waste or not be used to its full potential.
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