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.
Healthy Body, Healthy Pocketbook
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
Orchestrating Your Retirement Accounts
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
Insurance Needs Assessment: When You're Young and Single
Even if you’re young and single, you should still consider protecting yourself.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Learn when it may not make sense to file a claim on your home insurance.
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
Life insurance proceeds are generally tax-free. But not in all cases.
A quick look at how federal income taxes work.
Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Estimate how much you have the potential to earn during your working years.
This calculator may help you estimate how long funds may last given regular withdrawals.
Use this calculator to estimate your capital gains tax.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
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.
A presentation about managing money: using it, saving it, and even getting credit.
Principles that can help create a portfolio designed to pursue investment goals.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Roth IRAs are tax advantaged in a different way from traditional IRAs.
Even low inflation rates can pose a threat to investment returns.
Women must be ready to spend, on average, more years in retirement than men.
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.
Here is a quick history of the Federal Reserve and an overview of what it does.