Retirement is a Big Transition. You Don't Have to Figure It Out Alone.

I help people who are retired or getting close to retirement bring income, investments, Social Security, and taxes together into a coordinated retirement plan.

Planning for Retirement with Clarity and Confidence

After decades of saving, the challenge is not just reaching retirement. It is knowing how to spend wisely, reduce unnecessary taxes, and make decisions with a plan behind them.

My focus is helping individuals and couples who are retired or getting close to retirement create a clear, coordinated strategy for income, investments, Social Security, and taxes that can evolve with them over time.

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

Who I Work Best With

Retired or getting close to retirement

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

Coordinated retirement guidance

Help bringing the key pieces of retirement together into one clear strategy.

Ready to take action

People who value thoughtful guidance and are ready to take the next step.

How WE'LL Get Started

We’ll begin with a 45-minute Retirement Strategy Call, either by Zoom or in person. You do not need to prepare documents for this first conversation.

During the call, we’ll talk through what matters most to you, the questions you are trying to answer, and the type of help you are looking for.

Depending on your needs, we may discuss standalone retirement planning or an ongoing relationship that also includes investment management and implementation. If it looks like we may be a good fit, I’ll explain the service, fee, and next steps.

See if we're a good fit

Two Ways to Work Together

Standalone Retirement Planning

A comprehensive planning engagement for people who want a clear retirement strategy and specific recommendations while continuing to manage their own investments.

Ongoing Retirement Planning and Investment Management

An ongoing relationship for people who want help developing the strategy, managing their investments, implementing recommendations, and making adjustments over time.

See If We're a Good Fit

Answer a few quick questions, and if it looks like we may be a fit, you'll be able to schedule a 45-minute Retirement Strategy Call.

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 Security Administration or any other government agency.