When you are looking for a comprehensive approach to financial planning, look no further than down the street to Brett Gottlieb – Founder of Comprehensive Advisor.
Brett moved to San Elijo Hills in 2013 from the LA area so he and his wife, Lital, could be closer to Brett’s sister and her family. Brett and Lital now have two little ones – Avery (4) and Skyler (2).
Brett has been in the business of financial planning for 16 years and started Comprehensive Advisor in 2010 because he wanted to offer a comprehensive service – going beyond investments to really help people look at their entire financial picture and how all of the financial instruments they have work together from mortgages to taxes, investments, trusts, insurances and other legal-related matters.
Unlike many financial planners, Comprehensive Advisor is a fee-based planner – charging by the hour, the project or asset under management. This gives them a lot more freedom to ensure you have access to the financial products you need versus just representing a specific line of products.
Brett’s clients include those getting ready for retirement or already in retirement whose goals are to protect what they already have and to ensure income needs are met. He is also an expert in social security planning and tax planning in retirement.
Brett also works with a lot of clients like himself – with young families – who are trying to save for college, have proper life insurance protect, and ensure they get the most from their 401K.
Comprehensive Advisor is truly your retirement defense – helping you make sure that the financial instruments you have are the ones that best meet your specific needs – whether you are younger and trying to get to retirement or are already in retirement and need to make sure everything is allocated appropriately with your savings, income and investment vehicles.
Brett erves as the President of the San Elijo Hills Foundation where he enjoys actively serving the community. He is also a basketball fanatic, loves running and is involved with the Los Angeles Children’s Charity Group. He and his wife are very involved with their kids’ preschool and can’t wait until they start school at SEES in 2017.
Until then, feel free to reach out to Brett. He’s a great guy, a fantastic resource and he and his team are ready to help ensure you and your family have a financial plan in place that works for you both now and in the future.
Comprehensive Advisor is located at 5650 El Camino Real Suite #123 in Carlsbad. Visit www.comprehensiveadvisor.com or call (760) 813-2125. Brett is happy to chat with you about your financial needs and questions.