We’re Never Too Busy To Help Someone You Care About

How many of your decisions are determined by money? How often do financial concerns keep you up at night? As much as we hate to admit it, money often drives our lives. We want to focus on what’s important and what matters most, whether that’s family, health, or pursuing passions. Unfortunately the time-consuming task of managing money often leads to stress and worry. That’s why an advisor plays one of the most prominent roles in a person’s life, forming a long-lasting relationship and providing trusted counsel.

But finding an advisor you can trust and want to work with for the long term is easier said than done. At Comprehensive Advisor, we understand that this is an overwhelming and intimidating process. Trusting someone with your hard-earned money is not a decision you should take lightly. Knowing this, we are honored to have the opportunity to continue serving more and more families and individuals who conscientiously choose to place their finances in our hands.

We place the utmost value on our clients, and we greatly appreciate the opportunity to serve the important people in their lives as well. We gladly welcome the chance to connect and get to know new clients who may benefit from the services we provide. Your referrals are the highest compliment and an integral part of our continued growth.

The Comprehensive Advisor Difference

We’ve been fortunate to work with a wide range of clients who do refer their friends and family to us. We believe so many people have referred others to us for a few different reasons:

  1. A personalized approach. We know that no two individuals’ financial planning needs will be the same, which is why we create a plan focused on your unique financial goals. Our goal-based financial security planning approach is designed to help you define short-term and long-term goals, match you with the right products and services, identify gaps or obstacles you might face, and continually monitor your plan to ensure it meets your changing needs.
  2. Strong relationships. We prioritize a hands-on client-centered approach, which has led us to build meaningful relationships that last for generations. We’re proud to serve as a go-to resource and support system when someone faces a tough decision or goes through a life transition.
  3. Knowledgeable advice. We are committed to continuing our education to stay up to date on relevant tax, insurance, investment, estate, and Social Security laws in order to provide you with the best financial advice for your unique situation. Then we take what we’ve learned and educate our clients, sharing honest and informed advice and strategies that other advisors often don’t discuss with their clients. We aim to explain concepts in an easy-to-understand way so you can make the best decisions possible.
  4. A comprehensive perspective. Your financial life includes many moving parts. We offer comprehensive services so that every area of your life can come together with one purpose—to achieve your goals. We want our clients to feel assured that every dimension of their financial life is proactively managed and that they are on track as they pursue their goals and build and maintain their wealth.

Who We Serve Best

At Comprehensive Advisor, we work with a diverse range of clients, ranging from corporate executives and business owners to athletes and stay-at-home moms. Many of them are upper-middle-class professionals who have worked hard in their career to save for many years. Though they may vary in age and vocation, our clients have something in common: they want to know they are on track for retirement and they see the value in seeking help from a professional who can direct them and provide advice and suggestions. They turn to us to offer suggestions and take charge in the financial planning and decision-making process so they can focus on their passions in life.

Do You Know Someone Who Could Benefit From Our Services?

One of the reasons we work with a select number of clients is so we can provide personalized attention and care to each of our clients as well as their loved ones. When you have questions about your portfolio or strategies, we’re here to help. When you experience a new milestone in life, we’re here to help. And if you have a friend or family member who has questions or needs unbiased advice, we’re never too busy to help.

If you’re a client with our firm and you’ve enjoyed working with us, we hope you’ll refer a friend, colleague, or family member who may benefit from our services. For a no-obligation consultation, please forward this article to them and have them contact us at info@ComprehensiveAdvisor.com or (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 Registered Representatives with Securities America, one of the largest independent broker/dealers in the country, and currently offer advisory services through Legacy Road, LLC, and/or 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.

Advisory services offered through Legacy Road, LLC, and/or AE Wealth Management, LLC (AEWM). Comprehensive Advisor, Legacy Road, LLC and AEWM, LLC are not affiliated companies. California Insurance License # 0C68886 & #0K37445. Neither the firm nor its representatives may give tax or legal advice. Investing involves risk, including the potential loss of principal. This material is intended to provide general information and is believed to be reliable, but accuracy and completeness cannot be guaranteed. 182846


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