Building And Preserving Wealth
Outlook Wealth Advisors, LLC is an independent financial planning and wealth advisory firm located in The Woodlands, Texas serving affluent clients throughout the Greater Houston area as well as nationwide. Our mission is to guide our clients to a lifetime of financial security and independence, because everyone deserves a secure, independent retirement. We provide a wide variety of financial tools with competence, objectivity, and unparalleled service to our clients. We deliver our advice with the heart of a teacher and our ultimate goal is to become our client's most trusted advisor.
What makes us different is our genuine commitment to our clients. We are dedicated to giving each of them the personal attention they deserve. It is our responsibility to listen and thoroughly understand your goals and dreams. We know that your values, your family, your career and your interests are connected. That's why we take a highly personalized approach to financial planning. Your Goals, Your Desires, and Your Objectives come first.
As independent advisors we choose to operate in an environment free from conflicts of interest. Your financial goals remain the centerpiece of our recommendations and strategies. You've worked hard for your money. We'll work just as hard to protect and grow it. We'll work with you to design the retirement strategy you want and provide you with the financial resources to help you make wise decisions that will keep you and your family secure in the future. There is no substitute for experience in the highly complex field of financial planning, and the team at Outlook Wealth Advisors has over 50 years combined experience to better anticipate and surpass your needs.
We would enjoy the opportunity to speak with you, or to meet with you personally to discuss your financial needs. Obviously, there is no charge for the initial consultation. If you are married, we strongly encourage both of you to attend. You will find our contact information on our Contact Us page.
Should You Invest in Exchange Traded Funds?
There are hundreds of ETFs available. Should you invest in them?
Donating Art: Taxation Abstraction
The tax rules that govern donating art are complex and confusing. Take a closer look.
Important Birthdays Over 50
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
Do you know where the idea of “retirement” comes from?
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
For homeowners who think their property taxes are too high, there are ways to appeal.
Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.
One way to find money is to examine your current spending habits and eliminate money wasters.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Enter various payment options and determine how long it may take to pay off a credit card.
Estimate the total cost in today's dollars of various mortgage alternatives.
Estimate your monthly and annual income from various IRA types.
Assess whether you are running “in the black” or “in the red” each month.
There are some key concepts to understand when investing for retirement
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some smart strategies that may help you pursue your investment objectives
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
There are a number of ways to withdraw money from a qualified retirement plan.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Why are 401(k) plans, annuities, and IRAs so popular?
How do the markets usually react to elections? Was the 2016 election any different?
All about how missing the best market days (or the worst!) might affect your portfolio.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
The market is as unpredictable as the weather. We’d love to help you prepare.