HCR Wealth Advisors Offers Financial Planning Services

HCR Wealth Advisors is a wealth management firm that is headquartered in Los Angeles. The goal of the company is to make it easy for the client to find the information they need to manage their finances while receiving good quality help. One of the big things that the company promotes is being upfront about what it offers to a customer. It has the rates for all of its services posted upfront without hidden fees.

HCR Wealth Advisors offers services through a secured online portal, where the client can enter in information about themselves in order to build up an individual profile. The information that they add over time can help them create a more complete plan that takes into account how their needs change over a longer period of time. The firm also offers information about economic developments and trends as well as tips for managing money.

For its investment services, HCR Wealth Advisors does research into finding investments that may be suitable for its clients. This is important because a couple who is near retirement would likely have goals than a young person who has just started investing. HCR Wealth Advisors uses a 7-step process to help build a strong relationship with its clients.  It involves setting realistic goals for investing while making sure to lay out the steps necessary to meet those goals.

HCS Wealth Advisors (@hcrwealth) does more than offering plans for investments. It also offers services to help with other aspects of financial planning, such as real estate, retirement, insurance, and business management services. The needs of the individual are taken into consideration and a qualitative and quantitative analysis is done in order to see what the client may need.

The financial management team is made up of certified financial planners, financial analysts, licensed brokers, and other professionals who have years of experience in their field. Each client is given a team that contains a financial planner, a lead advisor, and a team analyst in order to help provide a better profile of what the client needs and to help form a more comprehensive wealth management plan.

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HCR Wealth Advisors is not affiliated with this website.

David Zalik grows GreenSky into $4 billion company

When David Zalik founded GreenSky  back in 2006, he quickly realized that his vision for creating big-ticket point-of-sale loans was far more radical than anything that most commercial bankers had ever heard of. Unfortunately, the radical nature of his proposed business model didn’t appeal to the bankers that he went to in search of startup loans to launch his company. As a result, Zalik was forced to finance the entire operation himself. He took out loans using his entire real estate empire, properties worth an estimated $12 million.

Building a new model from the ground up

Zalik took a huge risk to start his firm, which would eventually become known as GreenSky . The model he was proposing had never been tried before. Zalik was essentially trying to build a mechanism by which average consumers could have access to the same kind of bridge financing upon which large real estate developers and other commercial enterprises routinely rely. The brilliance of Zalik’s insight lay in the fact that those commercial businesses would be foregoing tens or hundreds of billions of dollars per year in projects if they didn’t have access to such findings. What Zalik saw was that the same thing was true in the retail sector. Yet, there were no such mechanisms for consumers to push their own home remodeling projects through. This meant that the home improvement industry was losing billions of dollars per year in projects that could have materialized if it weren’t for a lack of immediate liquidity.

The other key factor behind the enormous success of the GreenSky  business model is that everyone involved in the company’s deals wins. The homeowners who are seeking to remodel but don’t have the liquid capital available aren’t typically just doing these projects on a pure whim. The remodeling projects themselves usually add far more to the value of the home than their cost, giving the homeowners an instant and large return on capital.

At the same time, the contractors who promote GreenSky  loans get business that would have otherwise not been there. And the banks making the loans get prime loans on their books, improving their financial position.