Practitioner Profile - Adrienne Gottlieb

Is it time for a Financial Health Check Up?

I Adrienne Gottlieb at a networking event. We were discussing how people seemed to be taking more accountability for their health and how the magazine catered to readers that wanted to explore what was available to them in terms of holistic health. Adrienne then suggested that people needed to take the same approach for their financial health to make sure they could actually afford to live longer. I asked Adrienne to consider coming into the magazine and being available as a resource for readers.

Adrienne has a Juris Doctor degree from University of Missouri and a Master’s degree from Notre Dame Seminary in New Orleans. She practiced law for 30+ years (both as a Prosecutor and Criminal Defense Lawyer) and taught at the college level for 10 years. Adrienne retired to Santa Fe in 2006 and much like myself found that retirement was overrated. A problem solver by nature, Adrienne founded the Gottlieb Group to help advise clients on how to protect their financial future by using life insurance products.

Adrienne’s style is relaxed and conversational, her goal is to see her clients take responsibility and implement a plan to secure their future and future of their loved ones. She leads into her review with thought provoking questions like:

*Will you leave a mountain of debt behind for your family when you die? *Will your family or partner inherit your business debt? *Have you waited till the last minute to plan for retirement? *Do you like having your retirement funds subject to market risk?

To meet with Adrienne for a financial health review, contact her at 505-577-2622 or by email at thegottliebgroup@gmail.com.