No one strategy fits everyone, which is why every client gets our individualized attention - from planning to execution to follow-up. Our approach to financial planning has been designed with you in mind. From our initial meeting together, we work diligently to learn as much as we can about you - personally as well as financially - as we guide you through our planning process. Our "Guided Planning System (G.P.S)" can help uncover potential problems with your financial situation.
Your first appointment with us will be different from any other meeting you have ever had with a financial professional. In your first meeting, you will enter a relaxed environment in which our Advisors focus on getting to know you. All the family decision makers are asked to attend the initial consultation. Just as a doctor must gather basic physical, medical & heredity background information before attempting to diagnose problems or write a prescription, in your initial visit with an Outlook Financial Advisor, we invest time together to learn about your goals, concerns, income tax, health, heredity situation, and thereafter gather data for an initial review of your accumulated investments, company benefits and future or current pension income (such as Social Security). We encourage any questions that you would like to ask. If you choose to bring the requested specific items to our initial appointment it will enhance our ability to offer preliminary observations at this meeting. If we agree about identified areas of potential improvement and see the basis for a potential excellent long term relationship, we will schedule a complementary second meeting. Thereafter the Outlook staff will begin in depth 3rd party research and analyses to be presented to you in the second meeting.
Managing an investment portfolio is but one component of a comprehensive financial plan. Our objective is to take the information learned in our initial consultation and subsequent research to create a plan that reflects your specific investment objectives and tolerance for risk. Utilizing insight from our team of experienced advisors and unbiased third-party research, we provide in depth cost and risk analyses of your current portfolio and (when appropriate) recommend changes to better match your risk tolerance and retirement income needs. When Outlook Wealth Advisors puts together a written investment plan for you, you will understand more about your present financial situation than you ever have before, and how the Outlook team of professionals can guide you to a more comfortable and secure retirement.
We believe our clients deserve a higher level of attention to their investment strategy and management of their wealth. As experienced financial advisors we understand that life seldom follows a straight path toward your goals. We will conduct regular periodic reviews of your financial plan to measure progress and make revisions as warranted by market, economic, tax law or lifestyle changes. We also work closely with your attorneys, tax accountants and other professionals to form a cohesive and effective team to serve your best interest at all times. If needed, we are also happy to provide you with referrals to carefully screened professional advisors.