In a recent blog post, HCR Wealth Advisors discussed the tools that can protect your family and provide peace of mind in the case of death or a serious illness. HCR Wealth Advisors is a Registered Investment Advisory (RIA) firm servicing high net worth individuals and their families by providing comprehensive wealth management solutions. Part of that process is planning for the inevitable. Fortunately, HCR Wealth Advisors develops a personalized strategy with each client to help each reach their financial goals.
HCR Wealth Advisors establishes relationships through education, trust, and service. These long-lasting relationships (many clients have been with the firm for over ten years) make it easier for you and your family to be ready for unexpected events like death or incapacitation long before they occur. In their blog post, they discussed how a will, an advanced health care directive, and durable powers of attorney are essential planning tools for the time when you might be unable to make decisions for yourself. Creating an estate plan now, with the help of an estate planning attorney, can help protect your family and your assets.
HCR Wealth Advisors has been helping clients protect themselves against risk, educating clients on investments, and creating personalized financial strategies for 30 years. They are an independent firm that works in their clients’ best interests. This allows HCR Wealth Advisors to develop a strategy with each client to manage whatever life may bring and help them to reach their financial goals. Good planning now will help you and your family navigate life’s unexpected turns for years to come.
HCR Wealth Advisors is not affiliated with this website.