A Second Opinion And A Cup Of Coffee

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By Brett Gottlieb and John Mc Kean

Have you ever made a decision, and then second-guessed yourself when life situations changed? While it’s important to revisit goals and strategies for any part of your life, it’s even more critical for your finances. 

For example, life changes may have come your way, altering your financial priorities. Or you may be curious about different financial strategies and want to make sure that your plan is still the best one for you. Maybe you are questioning your investment plan with the volatility and confusion of the markets. In order to stay committed to your plan, you need to have complete confidence that it is still working for you and taking you where you want to go. 

If you are nodding your head as you read this, here’s what we would like to offer: a cup of coffee and a second opinion.

A Financial Plan Review

By appointment, you’re welcome to come in, sit down, and stay awhile. We’ll ask you to outline your financial goals and review your current plan/401(k)/investment portfolio/insurance, etc., so that we know where you stand, where you want to be, and so that we can get on the same page with your objectives.

We can answer any questions you may have about the market, strategies, or basic financial tips and principles. Then we can apply your concerns, ideas, and aims to your current plan to see how everything lines up. 

There’s No Harm In Asking

Once we have a good overview of your financial picture, we will be able to reevaluate and readjust. If we think your investments/insurance, etc., continue to be well suited to your long-term goals despite the market turmoil, we’ll gladly tell you so and send you on your way.

If, on the other hand, we think your plan no longer fits your goals, we’ll explain why, in plain English. And, if you’d like, we’ll recommend some alternatives. It may be that minor adjustments are needed based on your age, current economic woes, or a change in priorities and plans. 

It never hurts to take a second look at your financial plan to ensure that it’s up to date, still applicable to all aspects of your life, and ideally suited to help achieve your long-term dreams. Regardless of the outcome of our second look, you will have confidence in your decisions, and in your financial plan. 

Either way, the coffee is on us!

Let Comprehensive Advisor help you evaluate where you are now, determine where you would like to go, and address any gaps that may be apparent. If you are ready to revisit your financial plan, email us at info@ComprehensiveAdvisor.com or call (760) 813-2125 to schedule an appointment!

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 Registered Representatives with Securities America, one of the largest independent broker/dealers in the country, and currently offer advisory services through AE Wealth Management, LLC. 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.

Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC (AEWM). AEWM and Comprehensive Advisor are not affiliated companies. California Insurance Licenses #0C68886 & #0K37445. 

Neither the firm nor its representatives may give tax or legal advice. Investing involves risk, including the potential loss of principal. Any references to protection benefits, generally refer to fixed insurance products, never securities or investment products. Insurance and annuity product guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. This material is intended to provide general information and is believed to be reliable, but accuracy and completeness cannot be guaranteed.  348399

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.

Investment 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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