Outlook Financial Center
About
We are passionate serving clients who are serious about their lifestyle in retirement, sending children to college, growing and protecting their assets, and minimizing their income tax burden. Each client engagement begins with no preconceived idea of any solution until our work and process are completed. The founder and CEO, Rob Burnette, adheres to the fiduciary standard, And has earned an MBA and Certificate in Financial Planning. He holds the Master Registered Financial Consultant (MRFC) designation, is a member of the Million Dollar Round Table (MDRT), and is registered with the IRS as a professional tax preparer. Outlook Financial Center is an A+ rated Accredited Business with the Better Business Bureau.
I love giving our clients a plan with strategies that lead to financial peace of mind. My clients appreciate how I break down complex financial topics into plain English.
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Frequently asked questions
What is your typical process for working with a new customer?
We meet initially to share goals, our process, and how we might work together. Next is an extensive data gathering and discovery exercise. After all data is collected, our team of CFP and case managers to work analyzing the data and identifying strategies, products, and services that meet client desires. We integrate our findings into a coherent set of choices and suggestions. We explain our fees and put in in writing. Theclient then decides if they want to hire us. If hires, we implement the plan over the next few weeks and set up a monitoring and follow up plan.
What education and/or training do you have that relates to your work?
MBA from the University of New Haven. Certificate in Financial Planning from Kaplan University. 40+ hours of continuing education in insurance, investment, and tax preparation topics.