Our offerings extend far beyond numbers and spreadsheets. We provide comprehensive financial management that accompanies you through every life stage, craft personalized investment plans, and open doors to an extensive network of resources, all designed to maximize your journey to success.
But what truly sets HCR apart is our personalized approach. We don’t just look at figures; we consider your unique needs and long-term dreams. It’s about understanding the individual behind the numbers and navigating life’s financial complexities with a personal touch.
We specialize in optimizing opportunities, identifying supplementary income sources, and enhancing net worth, community involvement, and reputation.
Our advisors adeptly allocate funds for philanthropy and diversify your portfolio. Our broad understanding of charitable giving ensures financial balance while contributing meaningfully.
For substantial incomes, we offer innovative tax strategies through our network of top CPAs.
As your dependable resource, confidant, and financial educator, we ensure your financial responsibility and that of your inner circle.
Looking ahead to life beyond the playing field, we craft a resilient portfolio for your enduring financial security.
“HCR goes above and beyond to provide me with the clarity I need in all of my life transitions. They always educate me and walk me through every step of the way. In addition to never having to worry about my finances, HCR truly makes me feel like family whenever we speak or I go into the office. HCR has saved me so much stress and alleviated so many concerns in my financial life.
I have benefitted in many ways by working with HCR. They always educate me on how to build and manage my portfolio, as well as on the markets – both the stock market and real estate. In addition, they are always there for me to consult with on any significant decision I’ve had to make, whether it’s buying a car or a house or an investment property… or even when I needed a new passport. They do it all.
The reason I would recommend HCR to a friend is very simple: If you don’t want to worry about the future of your finances, work with HCR. I hear many colleagues share horror stories of working with other advisors – I never have to worry that I will have one. HCR makes me feel like they care about my money as if it was their own, and for that, I am forever grateful.”
– Hroniss Grasu, NFL Center, HCR Client since 2016