By Brett Gottlieb
Happy Holidays from our team at Comprehensive Advisor! This has certainly been quite a year of volatility for the market, but our planning and work with each of you has helped us ride it through—and has increased our gratitude to have clients like you. We appreciate your trust in us and the opportunity to provide exceptional service. It is our goal to help you feel confident in your future and prepared for whatever comes your way. Ring in this holiday season with peace and joy, knowing that we’re here to help watch over your finances.
As we give thanks and warm wishes and celebrate the start of the new year, it’s important to reflect on all that we’ve achieved this year. We welcomed some new faces to our team, and we have so enjoyed seeing clients once again at client events. We had a fantastic response to our 2022 Client Survey resulting in $1,600 going toward selected charities. We appreciate each of you and thank you again for your participation! Of course this year wasn’t always smooth sailing, but we weathered the storms and are stronger for it! Even with rising inflation, continued stock market volatility, and recession concerns still on the horizon, our hopes are high for 2023.
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.
We hope you are excited for everything the new year will bring, and we encourage you to think about what you want 2023 to hold for you. The end of the year is a great time to set new goals, dream about the future, and find renewed motivation. Use this season to recharge your batteries and create 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!
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 that 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 work with you toward achieving your financial goals in 2023. Here’s wishing you joy and laughter during the holiday season and a happy new year!
Do you have any questions as we head into the holidays? Don’t hesitate to reach out! We’re happy to check in on your financial plan before the end of the year and make sure your finances are prepared for a successful 2023 and beyond. Email us at info@ComprehensiveAdvisor.com or call (760) 813-2125. We look forward to hearing from you!
About Our Advisors
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, and is Life Insurance licensed in several states. He is passionate about guiding his clients on retirement income planning, helping each client pursue their specific retirement goals, and defending the assets his clients have worked so hard to achieve. Brett is a California native and currently resides in San Elijo Hills with his beautiful wife and three children. Our team of qualified professionals have experience in the financial service industry, and our advisors hail from some of the largest independent broker/dealers and banking institutions in the country. They have dedicated their professional careers to creating personalized financial solutions for individuals and families who seek successful retirement planning and currently offer investment advisory services through AE Wealth Management, LLC. Our advisors 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 and beyond. Learn more by connecting with Brett on LinkedIn or email them at info@ComprehensiveAdvisor.com.
Investment advisory products and services made available through AE Wealth Management, LLC (AEWM), a Registered Investment Advisor. C.A. Financial & Insurance Services, CA Ins. Lic. #6000262. This material is intended to provide general information and is believed to be reliable, but accuracy and completeness cannot be guaranteed. 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, safety, security, lifetime income, etc. generally refer to fixed insurance products, never securities or investment products. Our firm is not affiliated with the U.S. government or any governmental agency. Insurance and annuity product guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. 1542534 – 11/2022
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