Apr 22, 2016
Brett Gottlieb, Founder of Comprehensive Advisor and financial advisor joins Heather Wagenhals, host of Unlock Your Wealth Radio, on a holistic approach in this week's interview. Tune in as we listen to Brett reveal how he builds strong relationships with his clients, offering financial advice and assistance on several areas including retirement planning, estate planning, investment portfolio construction, individual investment selection and life & health insurance planning.
In this interview listeners will find out how to protect your assets and grow value yourself as an estate planner. Listeners will also learn the first step needed to get you set on the right track of your financial path, more importantly Brett Gottlieb will share the importance of stocks, bonds and life insurance and how these decisions should be included in your financial plan, helping reach your financial goals in life.
Tune as Brett takes a common sense approach to the financial planning process, reinforcing how he sets specific goals for his clients when preparing for their retirement but also setting goals to provide income for today.