HCR Wealth Advisors Builds Comprehensive Investment Plans for Its Diverse Clients

For many people, financial planning is a complicated task that they just can’t do by themselves. Many people out there depend heavily on professional financial planners these days to manage their finance and investments because they were not able to keep track of the financial markets or the investment options that are available in the market. HCR Wealth Advisors is a registered investment advisory firm that has been growing over the past several years. The company was founded in the year 1988 and now has a client base that spreads across the nation. With an understanding of the current market trends and investment planning strategies, HCR Wealth Advisors is equipped with the knowledge to provide reliable and personalized financial planning and wealth management services to its clients.

HCR Wealth Advisors are located in Los Angeles and has a team of investment and financial planning professionals. The company consults with the clients on the details of what they are looking for and helps them achieve their financial goals. The best part about the financial planning service that HCR Wealth Advisors provide is that it monitors how the investments of the client are performing, and whether everything is moving as per plan or not. Most of the people invest in the market and forget about it, but many should monitor how their investments are performing and whether it is performing in the manner that they are expecting from it. According to Bright Scope, monitoring performance of the investment is as important as investments itself, and thus, the comprehensive nature of investment planning services provided by HCR Wealth Advisors has helped it serve its clients for many years.

HCR Wealth Advisors (@hcrwealth) helps its customers invest their money wisely by offering them customized investment plans that are suitable for them. The company performs research and analysis to ensure that it stays on top of market developments and trends so that the firm can help clients take advantage of these trends.

Facebook Profile: https://www.facebook.com/HCRwealth/

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Infinity Group’s Founder Graeme Holm; Managing Money With A Strategic Plan For Increasing Wealth

Infinity Group’s Founder Graeme Holm; Managing Money With A Strategic Plan For Increasing Wealth

Reducing Debt; One Customer At A Time

 

The unique approach at Infinity Group begins where other banking institutions stop. The typical lender offers a loan with certain specific terms that the client must meet. It is a financially focused arrangement that benefits the institution for the most part. With Infinity Group, the focus is directed at the client, and their unique circumstances. Managing the assets and debt of the customer while offering direction centered on debt relief is the objective. Budgeting the expenses of the client keeps their goals attainable, down to the most simplistic of fund allocation such as fuel costs and entertainment. Budgeting a customers finances isn’t always received well by some clients, however after seeing the positive results and understanding the big picture, the customer learns to recognize the benefits of the strategy.

 

Meet The Man Behind The Team

 

Directer and Co-founder Graeme Holm is proud of the efforts and success of Infinity Group, citing their recent accomplishment of assisting one Australian family with reducing over 96,000 dollars of debt in just twelve months. Helping families such as this opens doors that may have been inaccessible before, freeing up available resources by early mortgage pay offs and other options. Clients witnessed the amount of mortgage debt reduced in three months was more significant than the prior twelve months preceding their involvement with Infinity Group. This initiative took home buyers down to a 7-10 year payoff, as opposed to the original 30 year term.

 

Staying Focused On The Prize

 

Graeme Holm is a firm believer in limiting the credit card options, stating that most Australians spend what they can access. Debit cards prevent overextending and offer the same benefits as a credit card without the added interest or monthly bills. Graeme Holm expresses his belief that if you are not paying cash, then you are actually not buying it at all. Keeping the long-term goals as the central and primary focus reminds the client that adding new leases, contracts, or bills to their debt will negatively affect the big picture.

 

Unique Fee Schedules

 

Implementing a fee-for-service model was an mutually beneficial and important gesture, keeping the client informed and with no surprises resulted in a better professional relationship between the team at Infinity Group and the customer base. Charges were calculated based on the amount of debt reduced, and when customers see the results first hand it encourages the continued business partnership.

 

Customer Retention

 

Graeme holm has found that most customers love their involvement with Infinity Group, citing that the banker that is assigned to the client carries the burdens of managing the budget, keeping that stress off of the customer so they are able to enjoy their family life comfortable with the fact that their bills are paid and current. A 95% customer retention rate proves the approach of Infinity Group is a success. Learn more: https://about.me/graemeholm

 

Building A Dream And A Life Together

 

Infinity Group launched in 2013 by Graeme Holm and his now-wife Rebecca. They successfully gained 30 clients in 30 days from Rebecca’s Grandparent’s basement. This shoved them into their own office space and afforded them the ability to hire their first employees. Fulfilling a need in the financial market along with building trust among their clients became the goal and ultimately the keys to their success. Graeme and Rebecca Holm proudly accepted the Optus My Business Award of 2017 and were nominated for the Vow Financial Altitude Award which is considered a great honor.