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.
How Income Taxes Work
A quick look at how federal income taxes work.
How Financial Advisors Are Compensated
Read this overview to learn how financial advisors are compensated.
The New Wild West: Bitcoin
Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
Knowing your options when a CD matures can help you make a sound investment decision.
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Estimate how much income may be needed at retirement to maintain your standard of living.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Estimate how much of your Social Security benefit may be considered taxable.
Use this calculator to estimate your capital gains tax.
Use this calculator to assess the potential benefits of a home mortgage deduction.
There are some smart strategies that may help you pursue your investment objectives
Using smart management to get more of what you want and free up assets to invest.
Principles that can help create a portfolio designed to pursue investment goals.
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
Learn more about taxes, tax-favored investing, and tax strategies.
Taking your Social Security benefits at the right time may help maximize your benefit.
How do the markets usually react to elections? Was the 2016 election any different?
A special needs trust helps care for a special needs child when you’re gone.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
There are hundreds of ETFs available. Should you invest in them?
Investors seeking world investments can choose between global and international funds. What's the difference?