Perhaps you never want to completely retire, but we are willing to bet you would at least like to make work optional. I was born and raised in Southern California and spend the early part of my career working for some large financial institutions. The focus always seemed to be on how the clients could make the company more money rather than the other way around.
That never sat well with me and led to me opening my own independent firm back in 2011. Since then, I have never looked back. For two decades now I've been helping people grow and protect their wealth. Over that period of time I have developed a passion for helping people that are serious about securing their financial future simplify their financial lives and achieve the retirement of their dreams.
When I'm not designing financial plans you can find me playing beach volleyball, and spending time with my wife and our 2 year old son Cody. Have Peace of mind knowing that your investment money stays with a well known and established financial institution.
That never sat well with me and led to me opening my own independent firm back in 2011. Since then, I have never looked back. For two decades now I've been helping people grow and protect their wealth. Over that period of time I have developed a passion for helping people that are serious about securing their financial future simplify their financial lives and achieve the retirement of their dreams.
When I'm not designing financial plans you can find me playing beach volleyball, and spending time with my wife and our 2 year old son Cody. Have Peace of mind knowing that your investment money stays with a well known and established financial institution.
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I've been working in the financial industry for 20 years now.
Over that period of time I have developed a passion for helping people that are serious about their financial future simplify their financial lives and achieve financial freedom.
Oh.don't get me started.
You know how a lot of people in the financial industry like to use big fancy jargon probably just to make themselves sound smart.
Yes -I'll bet you do!
You're not going to hear me say words like Sharpe Ratio, Treynor Ratio, Standard Deviation, Alpha, or Beta.
Over that period of time I have developed a passion for helping people that are serious about their financial future simplify their financial lives and achieve financial freedom.
Oh.don't get me started.
You know how a lot of people in the financial industry like to use big fancy jargon probably just to make themselves sound smart.
Yes -I'll bet you do!
You're not going to hear me say words like Sharpe Ratio, Treynor Ratio, Standard Deviation, Alpha, or Beta.
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.
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.
This is designed to help you evaluate the services of our firm and for you to make a decision as to whether our firm is right for you.
What's The Cost? Before you pay us anything we will show you how you can improve the success of you retirement plan.
Who is this for?
This is designed for those that are retired or planning to retire within the next 10-15 years.
The 20-minute phone call is designed to make sure we have the expertise to handle your unique situation.
This is similar in the sense that you wouldn't want a patent attorney to handle a family law dispute.
What's The Cost? Before you pay us anything we will show you how you can improve the success of you retirement plan.
Who is this for?
This is designed for those that are retired or planning to retire within the next 10-15 years.
The 20-minute phone call is designed to make sure we have the expertise to handle your unique situation.
This is similar in the sense that you wouldn't want a patent attorney to handle a family law dispute.
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