What We Do
At Outlook Wealth Advisors we help our clients answer those pressing questions like: "Will I run out of money?" or "Will I be able to afford to maintain my lifestyle?" and "Will I be able to afford the healthcare I need, when I need it?" We work with retirees and those nearing retirement to help them preserve their wealth, plan their future and protect their legacy because everyone deserves a secure, independent retirement. We put our clients' interests about all else with an emphasis on income maximization, tax minimization, wealth generation, and estate preservation.
Our comprehensive approach to retirement planning is second to none. We understand the issues facing retirees and those saving for retirement and we are committed to giving you the best advice and services possible. It all starts with a genuine understanding of you and your future vision. By listening and developing a true close relationship, we help co-create and implement a financial plan that custom fits your goals and dreams. More importantly, we follow through to assist you in dealing with inevitable changes and in meeting your financial goals.
When it comes to your financial future, competence and caring are the first critical steps. Both Allen and Michael have earned the CPA and Certified Financial Planner™ designations, exceed professional continuing professional education (CPE) requirements and are multiple year winners of the prestigious Five Star Wealth Manager award, a distinction awarded to less than 3% of financial advisors in the Houston regional area. At Outlook Wealth Advisors, we are experienced, responsive, and understand your need for integrity and transparency.