Retirement is one of life's biggest transitions — you don't have to figure it out alone.

I help near-retirees and recent retirees turn their savings into reliable, lasting income.

Planning for Retirement with Clarity and Confidence

After decades of saving, the challenge isn't just reaching retirement. It's knowing how to spend wisely, minimize taxes, and feel confident your plan will last.

My focus is helping individuals and couples nearing or recently retired create a clear, coordinated strategy for income, investments, and taxes that evolves with you over time.

If you want trusted guidance through retirement, you are in the right place.

Who I Work Best With

Nearing or recently retired

Individuals and couples preparing for or adjusting to life in retirement.

$500,000+ in investments

Diligent savers looking for professional management and comprehensive financial planning.

Long term partnership mindset

People who value an ongoing relationship and expert guidance.

How We Will Get Started

We will begin with a free 45 minute Retirement Strategy Call to talk about what matters most to you, answer key questions, and explore how I can help improve your retirement plan, optimize investments, and reduce taxes.

If we agree it is a good fit, we will move forward together through my ClearPath Retirement Plan™, the framework I use to design and implement each client's ongoing retirement income, investment, and tax strategy.

Schedule a Call

Ongoing Financial Planning and Investment Management

Retirement is not a one time event. It is an ongoing process.

When we work together, you will receive continuous financial planning and investment management to keep your plan aligned and your retirement on track.

We will review your income, withdrawal, and investment strategies regularly to ensure they remain tax efficient, sustainable, and aligned with your goals.

You will also receive guidance on estate and legacy planning, along with support for major life events, and open access to me whenever questions arise.

Schedule Your Call

There is no cost, no obligation, just clarity and direction for your next chapter.

CONTACT

500 N. State College Ste 1100
Orange, CA. 92868
1-714-462-9155
Ryan@CravitzFinancial.com

QUICK LINKS

Investment advisory services offered through Brookstone Capital Management, LLC (BCM), a registered investment advisor. BCM and Cravitz Financial & Insurance Solutions are independent of each other. The content of this website is provided for informational purposes only and is not a solicitation or recommendation of any investment strategy. Investments and/or investment strategies involve risk including the possible loss of principal. There is no assurance that any investment strategy will achieve its objectives. Registered Investment Advisors and Investment Advisor Representatives act as fiduciaries for all of our investment management clients. We have an obligation to act in the best interests of our clients and to make full disclosure of any conflicts of interest. Please refer to our firm brochure, the ADV 2A item 4, for additional information. Information provided is not intended as tax or legal advice, and should not be relied on as such. You are encouraged to seek tax or legal advice from an independent professional. Insurance products and services are not offered through BCM but are offered and sold through individually licensed and appointed agents. CA Insurance License #0C86000.

Any comments regarding safe and secure investments, and guaranteed income streams refer only to fixed insurance products. They do not refer, in any way to securities or investment advisory products. Fixed Insurance and Annuity product guarantees are subject to the claims-paying ability of the issuing company and are not offered by Brookstone Capital Management. Index or fixed annuities are not designed for short term investments and may be subject to caps, restrictions, fees and surrender charges as described in the annuity contract. Ryan Cravitz and/or Cravitz Financial and Insurance Solutions are not affiliated with or endorsed by the Social Administration or any other government agency.