CRAVITZ FINANCIAL & INSURANCE SOLUTIONS

I am an independent Financial Advisor who's passionate about providing holistic retirement planning services for retirees and pre-retirees. We provide strategic income planning, insurance planning, tax planning, investment solutions, and portfolio management. I value an education-based relationship with my clients; I want to make sure you feel empowered to make informed financial decisions that will help you reach your unique financial goals... Preparing to retire can be exciting as well as nerve racking at the same time. We provide guidance to help make your retirement transition successful so you can focus on all the experiences you've worked so hard for many years to enjoy... We believe a sound retirement plan includes more than just a solid investment portfolio. It must integrate all aspects of your financial life.

Also known as: Cravitz Financial

Primary location: Orange United States