What We Are Thankful For In 2018

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By Brett Gottlieb​

Happy Thanksgiving from our team at Comprehensive Advisor! We want to take a moment to thank you for being a part of our family. We sincerely appreciate the trust you place in our firm and we take our responsibility to you and your family very seriously.

A Time To Be Grateful

The world we live in doesn’t lend itself well to gratitude. Outwardly, it may seem that there are few silver linings amidst all the headlines of political drama, international unrest, and natural disasters. While it’s easy to be distracted by all this noise, it’s important to take a step back and acknowledge the many things we have to be thankful for.


Family probably tops the list for many of us, but for me, I tend to look beyond the traditional definition of family. Yes, my wife and kids are my top priority and I am grateful for our close bonds and shared moments, but I’m also thankful for my supportive extended family of my brother, sisters, parents, nieces, nephews, and in-laws. They are happy, healthy, loving, and so much more, and this is a reason to celebrate!

My gratitude for family isn’t limited to those who share my last name or have become family through marriage. I consider my friends, staff, and clients to be my extended family as well. My staff and I have worked hard to build this incredible company and transition into a great new office. We have a shared goal of helping others, and this has joined us together like nothing else.

I am grateful that I can go to work every day passionate about what I do, and that’s all thanks to my clients. I get the privilege of sharing in their lives and building lifelong relationships as I help them prepare for the future and enjoy their years of hard work. Each of these groups are a part of my family, and 2018 wouldn’t have been nearly as wonderful without them.

Cherishing The Moments

As anyone with young kids knows, the days are long but the years are short. Because of how quickly time passes, I’m thankful that I can spend time with my kids when it matters most, investing in their lives and watching them grow and develop. My oldest, Avery, is now seven and has blossomed into a strong student and a beauty of a girl. Seeing my son, Skyler, grow into a happy and fun-loving five-year-old has been incredibly fulfilling. And last but not least, my youngest, Lily, turned one and is so close to walking. Her big personality and smile can brighten anyone’s day. It’s mind-boggling how quickly time passes, but I’ve been enjoying watching Lily at this age and reliving Avery and Skyler’s little years. I cherish every moment and memory with them.

Endless Opportunities

I am so blessed to be in the time and place in which I now live. Every day brings new opportunities to wake up, pursue health, spend time with people I love, and be a contributing member of society. No matter what each day brings, I can learn from my mistakes and grow from them. I can share laughter and sadness with others and know that something new can happen at any moment, both good and bad. I strive to live each day to the fullest and keep this perspective of gratitude regardless of what goes on around me.

We Are Thankful For You!

We truly appreciate the long-lasting relationships we have with each of you and want to help you achieve your ideal financial future. We celebrate with you as you reach financial and personal milestones and become empowered to take control of your financial life. We care about your lives and want to minimize the stress and details that often accompany financial decisions so that you can focus on all the good in your life.

As we reflect on all we’re grateful for this year, we want to take a moment to thank you, our clients, for choosing Comprehensive Advisor to guide you in your financial life. We look forward to supporting you and your family in the future!

What are you most thankful for? What successes and blessings has this past year brought for you? We’d love to hear your stories. You can email us at info@ComprehensiveAdvisor.com or call us at (760) 813-2125.

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 us 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 McKean, Investment Advisor Representative. California Insurance License #0K37445. Comprehensive Advisor and Legacy Road, LLC are not affiliated.

Advisory services offered through Legacy Road, LLC, a Registered Investment Advisor.  Comprehensive Advisor and Legacy Road, LLC are not affiliated.  Comprehensive Advisor and its representatives do not provide tax or legal advice.

*Guarantees provided by insurance products are backed by the claims paying ability of the issuing carrier.

The Social Security Decisions Report is provided for informational purposes only. It is not intended to provide tax or legal advice. By requesting this report you may be provided with information regarding the purchase of insurance and investment products in the future.

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