WEALTH MANAGEMENT SERVICES - LISTENING, ADVISING AND RESPONDING

What do you want to achieve with your wealth? 

What financial goals do you have for yourself and your family? 

Accumulating wealth creates a world of opportunities for our clients, but it also can be confusing when it comes to making the right choices to achieve their goals. 

An Outlook Financial Group advisor works closely with you to gain an understanding of your financial goals at each step in your life, and develops, with your input, a comprehensive and integrated financial planning strategy aimed at helping to achieve those goals.

A RETIREMENT PLANNING PROCESS SYSTEM TO help PRESERVE YOUR WEALTH THROUGH RETIREMENT

Let's face it, many individuals and couples approaching retirement or recently retired don't have a process for identifying what they want and making it happen.

The retirement planning process calls on a comprehensive set of services to help you preserve your wealth through retirement, and make sure your heirs, and not the government, get their fair share.

And with these independent services you experience our high level of personal service to keep you on track towards your financial, family and lifestyle goals.

The planning and investment management services include:

  • Retirement Planning - Planning ahead can increase the chances that you will maintain your lifestyle through retirement. You may benefit from our client focused, Outlook Five-Step Retirement and Investing process, to help preserve your wealth through retirement, and help create the income streams needed to fund your lifestyle.
  • Financial Planning - A personalized financial plan can provide clarity of purpose, save on taxes, and create the appropriate investment strategy. Simplify your life, and improve your confidence in your financial future. 
  • Investment Management - Do you believe it's prudent to manage risk? Our advisors use systematic investment processes to avoid the speculation that so prevalent in the financial industry. 
  • IRA, 401(k) and Social Security Management - These retirement accounts and qualified plans can make up the bulk of your retirement nest egg. Don't make a big mistake that can be avoided.
  • Manage Risks and Insurance Planning - Wealth may bring with it risks that are often unforeseen.You get assistance in selecting investments, insurance products, and other suitable tools to help mitigate these risks.
  • Estate and Wealth Transfer Strategies - Is it important to you to minimize the share Uncle Sam gets upon transferring your wealth to the next generation? You gain customized strategies to help you develop your overall family wealth plan with tax planning, estate planning, and wealth transfer strategies.


In addition to the expertise in our office, we tap into a network of local and national specialists who can help solve virtually any client challenge.

To get more information on our retirement planning services, and request a free, no-obligation Discovery Consultation, click here.

 
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