Retire Ready Checkup – Cravitz Financial & Insurance Solutions

Retire Ready Checkup


The Retire Ready Checkup



How Would You Rate Your Retirement Plan?

Get your free assessment with our complimentary analysis.


Will You Have Enough Money In Retirement?

What's this about?

The Retire Ready Checkup is designed to give you a snapshot of your current financial picture. Think of it as a report card of your retirement plan. It will show you exactly where you currently stand, and will show you the probability of achieving your retirement goals. It will also show you the impact small changes and adjustments to your strategy could have on your plan.  


Are you on track?

Stress Test

We will also stress test your current retirement plan.  What if the stock market were to drop substantially? What if taxes were to rise in the future? What if Social Security benefits go down or costs of health care increase more than expected?  This report will show how your plan would be expected to hold up in these types of situations and more.

Is this for me?

This is ideally suited for those that are committed to the financial planning process. Our clients typically include:

Those that are retired or planning to retire in about the next 10 years.

Diligent savers that have done well so far, but that don't have a specific plan in place for Asset Preservation and Income Distribution.  

People who value the help of a professional, and prefer not manage their own personal finances and investments.

How much does this cost?

There is no cost. This is a complimentary service we provide to all prospective clients. Understand that this is not a comprehensive financial plan. This is an assessment which helps to show both the strengths and weakness of your current retirement plan.

What if I already work with an advisor?

It's your call. You may not need this assessment if you have full confidence in your current retirement plan. 

What is the process?

It starts with a phone call. We'll discuss your retirement goals, and get a basic understanding of your financial situation. After the analysis is complete we will schedule a virtual meeting via Zoom so I can share my screen and we can review our findings.

What information do you need from me?

We'll need to collect information related to your Social Security benefits, any pension benefits, and any relevant retirement accounts or other investments.

What's The First Step?

Schedule a 20 minute phone call.

We will make sure your situation matches my expertise. Also, you can ask any questions you have on the process.


CONTACT

16755 Von Karman Ave. Suite #200
Irvine, CA. 92606
1-714-462-9155
Ryan@CravitzFinancial.com

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. 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.

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