Happy Holidays From Comprehensive Advisor

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By Brett Gottlieb​

With the holiday season in full swing, our team at Comprehensive Advisor would like to take this opportunity to wish you and yours a happy holiday and a wonderful new year! We are grateful to have clients like you, and we appreciate your trust in us to provide exceptional services that help you experience confidence in your future and focus on your passions, knowing that we’re here to watch over your finances.

Looking Back At The Year

What a wonderful and busy year this has been! From political drama and uncertain midterm elections to an increasingly volatile market, 2018 has had its ups and downs. Whether or not you are glad to see this year go, take time to reflect on all that it has brought and the good things that have come from every victory and trial.

Looking Ahead With Excitement

We hope that you are excited for all that a new year brings, and we encourage you to think about what you want 2019 to hold for you. The end of the year is an opportune time to set new goals, dream about the future, and find renewed motivation. Use this season to recharge your batteries and get a vision for the coming year so that you can hit the ground running in January. Enjoy some well-deserved rest and get excited for the new year!

Thank You For A Wonderful Year!

Everything our team at Comprehensive Advisor achieves as a firm is all due to you. Your loyalty brings new clients to our doors, and your trust helps us build strong relationships that last a lifetime. We hope that in serving you we have provided your family comfort in knowing that we are here to help whenever you have questions or concerns. We understand how life changes can happen at any moment, and we want you to rest easy, knowing that when you need advice, guidance, or simply someone who will listen, we’re here for you.

As we prepare to enter a new year, we look forward to continuing to help you achieve your financial goals. Here’s wishing you joy and laughter during the holiday season, a happy new year, and a prosperous 2019!

Let’s Connect!

To find out more about how we provide personalized financial planning advice to help secure your future, don’t hesitate to email us at info@ComprehensiveAdvisor.com or call (760) 813-2125 to set up a complimentary consultation.

About Brett and John

Brett Gottlieb is the founder of Comprehensive Advisor and a financial advisor with nearly two decades of industry experience. He graduated from California State University-Chico with two bachelor’s degrees in Business Administration and Economics. Brett is Life Insurance licensed in several states.

John Mc Kean, financial advisor, joined Comprehensive Advisor in 2016. He has been in the financial services and retirement planning industry for over six years. John is Life Insurance licensed in California.

Brett and John previously worked as a Registered Representatives with Securities America, one of the largest independent broker/dealers in the country, and currently offer advisory services through Legacy Road, LLC, a Registered Investment Advisor. Both are passionate about educating clients on retirement planning. They take a common-sense approach to the planning process and work with clients to create a retirement road map to help ensure their assets are protected and they receive the income needed to enjoy their future. Based in Carlsbad, California, they work with clients throughout San Diego County. Learn more by connecting with Brett on LinkedIn or email them at info@ComprehensiveAdvisor.com.

Advisory services offered through Legacy Road, LLC, a Registered Investment Advisor.

Brett Gottlieb, Investment Advisor Representative. California Insurance License #0C68886. John Mc Kean, Investment Advisor Representative. California Insurance License #0K37445. Comprehensive Advisor and Legacy Road, LLC are not affiliated.

We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.

Advisory services offered only by duly registered individuals through AE Wealth Management, LLC (AEWM). Comprehensive Advisor and AEWM are not affiliated companies.

Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.

Any references to [protection benefits, safety, security, or steady and reliable income, etc] streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.

The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual's situation.

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