HCR Wealth Advisors: Providing Retirement, Investment, and Financial Planning Services

When it comes to finances, one should not try to experiment. Mistakes with managing finances and investment can prove to be really costly. It is especially true in today’s world when the financial markets are highly unpredictable and volatile. HCR Wealth Advisors have been providing financial planning services for many years and believe that it is essential for people these days to consider seeking help from professional financial advisors to help navigate the current financial landscape. Trying to understand the intricacies of the financial markets can be mind-boggling and confusing if you are not from the financial background.

However, the financial professionals at HCR Wealth Advisors can help simplify the world of finance for you and help you make informed decisions about your money. Whether you are looking for assistance with retirement planning, inheritance, investment, wealth creation, asset management, real estate investment, or other financial services, rest assured that the professional advisors at HCR Wealth Advisors would be more than happy to try to help you. They have years of experience have provided their services to hundreds of clients.

The research-based information and insight that the HCR Wealth Advisors gathers are usedto help educate clients about the financial markets and assist them to make suitable decisions about their money. The company believes in not only providing service but also to earn your loyalty. The customer-friendly service that HCR Wealth Advisors delivers has impressed hundreds of its clients over the years, which has helped HCR Wealth Advisors maintain a high client retention rate. The analysis of various investment products that the company provides has helped many of its clients to invest smartly and manage financial risk. Saving money for the future as well as making the right investment choices is a complicated art that the advisors at HCR Wealth Advisors can help you manage.

See the company’s latest blog: https://www.hcrwealth.com/blog/

HCR Wealth Advisors is not affiliated with this website.

David Giertz Discusses Social Security and How Advisers Should Address It

David Giertz is the President of Sales and Distribution for Nationwide Financial. In an interview with the Wall Street Journal, he addresses the importance of advisers talking to their clients about Social Security. The biggest issue on Finra surrounding this is that most advisers simply are not doing this.

Giertz states that the Nationwide Financial Retirement Institute did a survey of people close to or in retirement and most people said that they aren’t be talked to about social security by their advisers. David Giertz believes that from a retention perspective this is a big mistake on the part of advisers as the survey also showed four out of five people would change advisers if Social Security isn’t being discussed on Spokeo. The other big issue is that for many clients Social Security makes up to 40% of their income so the issue is just really too big to ignore, especially if they claim too early which can seriously hurt people financially.

In a separate interview with CNBC David Giertz again discussed the important of Social Security and that advisers need to tackle the issue with their clients. As he pointed out, pensions are a thing of the past so it is more important than ever to include Social Security as part of the financial plan developed for clients at https://www.nationwide.com/about-us/040114-nf-new-mobile-app.jsp. Addressing the issues gains even more importance when the survey revealed that 86% of the participants didn’t know what factors went into how much you will receive in benefits.

David Giertz has been with Nationwide Financial since 2004, in that time serving as President for three different divisions. He attained his Business Administration and Management degree from Millikin University in Decatur, Illinois and an MBA in Business Administration and Management from the University of Miami – School of Business.