We do things a little differently around here.
If you ask the individuals I serve, they’ll tell you Ryan Cravitz isn’t your everyday financial advisor. And that’s a good thing.
After graduating from San Diego State University (Go Aztecs!) where I earned a Bachelor of Arts and a degree in political science, I went to work for some of the biggest names in the finance industry, and quickly became passionate about all the ways I could help people make the most out of their financial situation.
I got my feet wet in the industry first with MONY (Mutual of New York), which is where I really learned the ropes of the financial services industry. When they were bought out by AXA and closed down their San Diego offices, I moved on to Mass Mutual for a year or so and then to Citigroup, where I worked on a team that taught and trained bank personnel how to provide risk-managed retirement planning solutions to the bank’s clientele.
I then went on to Transamerica Life, where I was their Regional Vice President, training bankers and other financial advisors on how to employ strategies to help clients maximize their income in retirement while minimizing their taxes and reducing their risk.
Along the way, one of the most valuable lessons I learned about securing my clients’ financial futures had nothing to do with learning any mysterious tricks or hot tips. Not at all.
I learned that the greatest obstacle to securing anyone’s financial future is actually the traditional way of doing things.
That’s why I founded Milestone Wealth in 2011.
Maybe it’s just another name, but Milestone Wealth is anything but “just another” financial firm.
We are 100% independent.
That means I don’t answer to some out-of-touch VP from corporate pressuring me to meet sales quotas. That is too often how it works at the big name companies. That’s the traditional way of doing things. In this scenario, advisors are often pushed to force their clients into the stocks and mutual funds that are best for the corporation, not necessarily best for the client’s financial future.
I have been able to leverage the best of what’s out there, in my experience, and have developed a a strategic partnership with Brookstone Capital Management out of Chicago. This allows me the freedom to serve my clients’ best interests while also enjoying the vast resources of one of the most trusted names in finance.
We want to know your story.
Your situation is unique. We firmly believe that one size doesn’t fit all.
The industry would have you believe that there are specific steps every person must follow to secure their financial futures.
Quite frankly, this is pure nonsense. That kind of cookie-cutter advice ignores your financial goals and needs; not to mention the fact that it can be dangerous.
With so many conflicting points of views, no wonder so many Americans feel overwhelmed and anxious when they think about retirement planning.
In sharp contrast, I advise my clients to tune-out those so-called “industry experts.”
You can read more about how we do things here at Milestone Wealth by visiting Our Process page. But to put it simply, we believe the best way to secure our clients’ financial futures is to first know our clients as people.
The more we know about you, about your long-term goals, bucket list dreams, financial situation, and vision for retirement, the better we can help to secure your financial future and achieve your independence in retirement.
That’s really what we’re all about.
So, what are you doing here?
Honestly, Milestone Wealth isn’t for everyone. If you’re a DIY retirement planner, for example, our approach probably won’t mesh with your way of doing things.
If you’re able to keep up on the markets, geopolitical influences, ever-changing regulations, tax incentives and penalties, risk assessment, if you’ve got the time and patience for all of that – and some people do – then you may not need what Milestone Wealth has to offer.
But if you’re like most people, then you’ve got a life you’d like to live that doesn’t include a full-time job as your own financial advisor.
As I like to tell my clients now and again, “This is your ship. You’re the captain.” We at Milestone Wealth are your first mate, navigator, engineer … we’re your crew. Call today or drop us a line. We’d love to find out more about how we can help secure your financial future.