Frequently Asked Questions

How do I choose the right financial planner or advisor?

Start by searching for an independent advisor focused on your best interests. Look for someone not tied to proprietary products and capable of offering a broad range of financial solutions. Schedule a consultation to assess compatibility, their understanding of your unique needs, and access to their services. Finally, review their fees and the accessibility of your advisor, their firm, and your funds.

Why is choosing the right financial advisor important?

Financial planning is increasingly complex with volatile markets and evolving challenges. An Outlook Financial advisor offers full-time expertise dedicated to helping you achieve your goals. We focus on your needs, monitor the markets, and ensure your interests are represented, freeing your time for other pursuits.

Who Can benefit most from your services?

Anyone looking to reduce financial stress can benefit from our services. We assist clients of all income levels, offering flexible options for one-time consultations, second opinions, or ongoing comprehensive planning and asset management.

How much does the initial consultation cost?

Our initial consultations are complimentary. We use this meeting to evaluate your financial situation, provide a second opinion, and determine if we're the right fit for your needs.

What is the financial planning process?

Financial planning involves two key elements: an in-depth review of your financial situation and a roadmap to achieve your goals. At Outlook Financial Group, our process includes five distinct steps, focusing on building a plan tailored to your unique objectives.

What happens after I contact you?

We’ll schedule an initial meeting to learn about your goals, situation, and concerns. Our advisors will share their experience, approach, and planning philosophy to ensure alignment with your needs.

How is my personalized financial plan created?

We begin by understanding your priorities—such as retirement, tax reduction, or legacy planning. Our advisors review your cash flow, investments, taxes, estate planning, and insurance needs, creating a tailored plan that we help implement and monitor.

Can you assist clients with significant wealth who need advanced planning?

Absolutely. For clients with more complex needs, we provide sophisticated planning and advice to simplify financial management and keep you on track. Schedule a free consultation to discuss your situation.

How do you coordinate my 401(k) and other investments?

We routinely help clients optimize their overall investment allocations, even across accounts we don’t manage, ensuring all investments work together to achieve your goals.

Who holds my money, and how do I access my accounts?

We work with a nationally recognized custodian - Pershing. Outlook Financial Group does not have direct custody of your accounts, which are securely accessible online through the custodian.