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® – 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…
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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;
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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.
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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…
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