Comprehensive Advisor


Get the scoop on the latest industry news and trends!

5 Reasons Not to Put Off Financial Planning

By Brett Gottlieb If you struggle with procrastination when it comes to organizing your finances, you’re not alone. Whether it be insurance planning, filing taxes, or putting together an estate plan, most people don’t find the nitty-gritty of financial planning the most exciting of topics. In fact, most people find it overwhelming and boring. And…

How Do HSA Accounts Work?

By Brett Gottlieb Concern over rising healthcare costs is not new, but after the year we’ve had, it’s top of mind for many of us. Nearly half of Americans surveyed are worried about covering surprise medical bills,[1] and even if you have comprehensive health insurance, just one unexpected medical emergency could deplete your emergency fund.…

Our Favorite Holiday Traditions

By Brett Gottlieb Trick-or-treating is over and Thanksgiving is around the corner. You know what that means; the holiday season is upon us! Last year the coronavirus pandemic forced many of us apart for the holidays. So this year we are more than ready for some quality time with loved ones, making memories and participating…

The Real Benefits of Diversification

By Brett Gottlieb We’ve all heard the expression “Don’t put all your eggs in one basket.” And if you’ve ever dipped your toe into the investment world, this is likely one of the first concepts you learned about: diversification. In fact, it’s one of the golden rules of investing. But why? It all comes down…

How Much Risk Is Too Much In Your Portfolio?

By Brett Gottlieb From a global pandemic and a contentious election season to unprecedented market headlines and international unrest, it’s no surprise we have seen increased market volatility over the last year and a half. And when it feels like our world is spinning out of control, it’s tempting to panic, especially over our finances.…

Medicare Open Enrollment Starts Soon; Here’s What You Need to Know

By Brett Gottlieb As you work through your retirement checklist, did you get stuck on healthcare planning? Enrolling in the right healthcare coverage is an incredibly important decision that can often feel overwhelming. Not only do you want to make sure you have coverage for your medical needs (both known and unknown), but you also…


Ready to take
The Next Step?

For more information about any of the products and services we provide, schedule a visit today or register to attend a live informational event.


Or give us a call at 760.813.2125