One of HCR Wealth Advisors’ main purposes is to point out possible financial risks to make sure that if anything can go wrong clients will be prepared. Their goal is to show clients how to achieve their goals from education opportunities. Each client follows a specific plan intended to allow them to achieve their goals in a way that will benefit them and not hurt them. The main purpose of HCR Wealth Advisors is to assist in financial services and wealth management, consulting, business services, and insurance services. HCR Wealth Advisors are working for the client and has a specific mission that provides guidance to the client and to show them what they can do to help to accomplish their goals. HCR Wealth Advisors can assist clients with creating estate plans that will establish how an individual’s assets and liabilities can be maintained, managed, and what will happen if they can no longer perform certain actions. Estate planning is a plan for the client in the event they are incapacitated or if death occurs.
The documents for an estate plan are a will, durable power of attorney for finances, advanced health care directive, and durable power of attorney for health care. A will is a document that can provide a written statement about all the assets of a client and how those assets will be distributed to their heirs. Durable Power of Attorney for Finances is a written documentation that grants a specific person the power to make financial decisions when the client is incapacitated. Advanced Health Care Directive is another document that is part of the Power of Attorney for Health Care that discusses what will happen to a person if they are on life-sustaining support or other means of a person staying alive. Another document that HCR Wealth Advisors help clients with is the power of an attorney to have the power to see medical care and make specific decisions if the client is unable to do so. HCR Wealth Advisors are meant to guide their clients in the right direction if they ever become incapacitated or unable to make decisions.
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