A devastating family tragedy began a crusade for our founders to help others avoid the financial calamity their family endured. We have been dedicated to that work ever since. We are on a mission to empower and educate investors and small business owners to build a better future and to make more informed financial decisions. With over 25 years’ experience, we are committed to improving people’s financial lives through honest and ethical advice.
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At Outlook Wealth Advisors, our planning process begins with active listening to your concerns, your goals, your dreams in our complimentary Discovery meeting. We then implement a thorough, proven set of diagnostic reviews, which we call the Outlook Guided Planning System (GPS) to help us stress test your portfolio and identify problems that, at present, could stop you from living your abundant retirement. After our complimentary Diagnostic appointment, if both parties agree, we then move forward to a complimentary Implementation meeting. At this consultation, we take your goals and the results of the diagnostic review and begin to help you create a fiscal house that can withstand the elements — market volatility, inflation, rising taxes, fluctuating interest rates and personal and health challenges. There are no fees and no obligation to go through our Guided Planning System (GPS).
Both Michael and Allen Neuenschwander have passed the rigorous requirements to become a CPA. They also completed the extensive training program to become a Certified Financial Planner™ (CFP®). This unique background and training give them a perspective few advisors possess.
Adam Collins brings nearly a decade of experience in financial services. Adam enjoys building a financial road ap for his clients with their desired destination in mind while also ensuring there are checkpoints along the way to help ensure they stay on track.