Financial Services

At Outlook Wealth Advisors, we can help you with the following:

Preparing for retirement should create excitement, not concern. Yet for many, that’s not necessarily the case.

According to a recent study, 60 percent of pre-retirees do not have a plan for how much money they will spend each year in retirement and where that money will come from.1 Additionally, three in four Americans are concerned about economic conditions affecting their ability to have a secure retirement.2

That’s where we come in.

Our proprietary Outlook Guided Planning System (GPS) brings all aspects of your financial life into focus:  tax planning, investment management, risk mitigation and estate planning – so we can help you discover and repair any cracks that your money could be falling through.  We like to think of it as building your fiscal house.

Building a strong & sustainable retirement income portfolio is a lot like building a weather-resistant home.  Over time, your financial assets must weather a multitude of conditions, including market ups and downs, economic downturns, fluctuating interest rates and changes in your own health and lifestyle.  Our in-depth analysis and holistic approach not only stress tests your portfolio, but also provides us the blueprint of strategies to help you build your fiscal house.  From tax-efficient strategies to investment advice to protecting some of your assets, we work with you to develop a custom designed and engineered retirement portfolio that supports your retirement lifestyle, keeping you on the path toward financial confidence and freedom.

And, just like a well-built home needs regular maintenance and upkeep, after we create your wealth management plan, we will speak regularly to check on the plan’s progress and adjust or add services when needed.  We know you’ve got plans for retirement – a lot of them!  And we want you to have fun and focus on your dreams.  We believe having the right set of blue prints, building a solid fiscal house and regular maintenance will allow you to experience the FREEDOM of retirement for many years to come.

1Greenwald & Associates. Society of Actuaries. January 2016. “2015 Risks and Process of Retirement Survey.”

2National Institute on Retirement Security. February 2017. “Retirement Security 2017: A Roadmap for Policy Makers – Americans’ Views of the Retirement Crisis and Solutions.”

At Outlook Wealth Advisors, LLC, we can offer you the following products and services:

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