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QUESTIONS AS YOU START
What is holistic retirement planning?
When looking to retire you need to consider all the elements, not just one. Our Outlook 360 approach includes strategies for Income, Investments, Tax Planning & Mitigation, Healthcare and Long-Term
Care needs, and Estate Planning. Schedule a complimentary
consultation with us and we’ll help ensure you’re on the right path.
What makes Outlook Wealth different from others?
As CPA’s and Certified Financial Planners (CFP®) operating as an independent fiduciary advisory firm, we offer a unique perspective not found at many other financial service organizations. Unlike other firms who are limited in what services they can offer, we can offer investment vehicles from any source to meet your needs. The products/services we provide are in the best interests of our clients every time.
Each client receives a custom designed financial plan that meets their goals. Our unique approach and custom plans may allow us to include assets you already hold, thereby saving money.
We specialize in developing forward thinking tax planning and tax mitigation plans to help our clients keep more of their hard earned money. Many firms are not allowed to review their clients tax returns, which may cost their clients significantly.
Our business model is what is referred to as a relationship model. We want to build long-term relationships with you and serve you deeply.
What is our winning process?
Book a Free Consultation
- We’ll start with a 15-minute phone call where you can tell us your vision for retirement and share any concerns you have. Our advisors love hearing the retirement dreams of each person.
Meet with an Advisor
- Next, you’ll meet with an advisor who can show you what your plan could look like and help you implement it.
Enjoy Your Dream Retirement
- With your thorough plan, you can be confident you’ll be able to enjoy your retirement the way you want to enjoy it.
JOIN THE HUNDREDS OF OTHERS WHO ARE LIVING THEIR DREAM RETIREMENT
SCHEDULE YOUR CONSULTATION NOW
Learn more about our offered financial services for retirees and those looking to prepare for their retirement by visiting our retirement planning services page. You can also learn a lot more about retirement planning considerations and things to think about by visiting our financial planning blog.