Worried About Your Financial Plan? Schedule a Q&A Call Today

By Brett Gottlieb

We just can’t seem to get out of the woods, can we? Between rising inflation, ongoing pandemic fallout, international unrest (and all the market volatility that goes along with it), there’s still plenty to worry about. So it’s understandable if your stress level is up.

There’s plenty to worry about, but we believe there is one thing that should not be causing you stress, and that’s your financial plan.

Reduce Your Worry With Preparation

The purpose of having a financial plan is so that you can experience confidence and be ready when chaos comes. Taking the intentional steps of examining your life situation, identifying your goals, and mapping out the path to pursue them helps you experience financial confidence and gives you a financial future to look forward to.

Even if you’ve accumulated a healthy nest egg, you want to lessen the blow of current economic circumstances as much as possible. And after all your success in accumulating your wealth, the last thing you want is anxiety diminishing your enjoyment. If you’re wondering if you need to make any changes to weather this storm better, we’re here to help you thrive.

We’re Here for You

You want to know your portfolio is set up to withstand market volatility, and that your financial partner is actively engaged in monitoring the market and adjusting as needed. Rest assured that Comprehensive Advisor is here to help do just that while guiding you through this stressful time.

Our mission is to provide our clients with personalized financial expertise along with deep and meaningful relationships that last for generations. If you have questions, we’d love to address your concerns about your goals, asset allocation, risk, what the markets are doing, or anything that’s causing you financial worry. Email us at info@ComprehensiveAdvisor.com or call (760) 813-2125.

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. Brett 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.

With a combined experience of over three decades in the financial services industry, 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 services made available through AE Wealth Management, LLC (AEWM). AEWM and Comprehensive Advisor, LLC are not affiliated companies. 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. 1394764 – 7/22


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