About the Business
Making sound financial decisions as you enter retirement can be a daunting task. But for over 25 years, Outlook Wealth Advisors has been helping pre-retirees and retirees plan for their dream retirement. Our team of Certified Public Accountants and Certified Financial Planners® uses a holistic, fiduciary process to create personalized financial plans and comprehensive strategies.
Our goal is to provide our clients with the confidence to live the retirement life they've always envisioned. Our approach to retirement planning includes income strategies, investment management, and tax mitigation solutions, as well as healthcare and long-term care strategies and estate planning. We believe that these strategies should work together in harmony and not be viewed as standalone solutions. We have a long-term view that encompasses the entire life of the client, rather than taking a short-term, transactional approach.
At Outlook Wealth Advisors, we understand and respect that our clients have worked hard to earn the right to enjoy their retirement years. We will work closely with them to protect their assets and provide reasonable growth, so they can pass on their legacy to the next generation.
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- Founded after a family tragedy, Allen & Michael Neuenschwander vowed no family should ever experience the financial devastation Allen's mother and Michael's grandmother faced. What began as a crusade to educate and inform others blossomed into a family business 25 years strong and growing. Our mission is to improve people's financial lives through honest and ethical advice, leaving them better off because we met (even if they never become a client). We strive to do what is right to serve others so they can live an abundant life. Integrity and transparency are vital.
- (281) 872-1515
- 224 Ed English Dr Ste A, Shenandoah, TX 77385
- Visit Website
Opening Time
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Mon
8:00 AM - 5:00 PM
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Tue
8:00 AM - 5:00 PM
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Wed
8:00 AM - 5:00 PM
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Thu
8:00 AM - 5:00 PM
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Fri
8:00 AM - 5:00 PM
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Sat
Closed
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Sun
Closed