A devastating family tragedy brought Allen into the world of financial planning. Helping his family through that emergency gave Allen a passion for helping others avoid, or, when necessary, cope with crises in their lives. Over 24 years ago he began by teaching adult financial education classes through many area colleges & universities, and he has been dedicated to guiding adults ever since. The entire team at Outlook Wealth Advisors has a genuine commitment to the financial success and confidence of the clients we serve.
As a family business, Outlook Wealth Advisors understands that relationships are built on trust. Allen and his son, Michael, have developed their business by reaching out, nurturing and maintaining close, trusting relationships with each of our clients. We operate with your best interests in mind, ensuring our advice, recommendations and strategies are fully aligned with your goals and objectives. Our first priority is YOU and YOUR Family. We are experienced, responsive and understand your need for integrity and transparency.
For many people, entering retirement is a time of both hope and worry. Hope that savings and investments will provide a comfortable retirement; and worry that their means will fall short of their needs. Allen and Michael offer their clients an alternative: a carefully constructed income and/or investment plan that gives them the confidence and security they deserve. They have helped hundreds of clients accumulate wealth by protecting and growing their assets, implementing tax and estate planning strategies, developing retirement income plans, and evaluating long-term care options. We want to provide you with confidence so that you may maintain the same quality of life during your retirement years.