WHAT DO YOU LIKE ABOUT DOING BUSINESS IN OHIO?
The State of Ohio has created a business-friendly environment and services responsive to the needs of the small business owner. We also appreciate the support given to Veteran-Owned Small Businesses like Outlook Financial Center.
DESCRIPTION OF BUSINESS:
Outlook Financial Center provides retirement income planning, college planning, tax planning, insurance and asset protection. Working with their sister company, Wellness Investment Advisers, clients receive comprehensive financial planning and custom-tailored investment strategies. Their advisors are fiduciaries, required by law to always act in their clients’ best interests.
For clients nearing retirement or already retired, they design a personal plan that will ensure they retire comfortably AND remain comfortably retired. Their clients don’t fear running out of money in retirement and being forced back into the workforce.
Clients with children going to college present a different challenge. Many parents sacrifice saving for retirement to help fund their children’s college education. Outlook Financial Center walks the parents and student through a financial, social, and academic process that gives the greatest opportunity to attend the best college at the lowest cost while continuing to save for retirement. What parents don’t know about the college funding process can cost them and their student tens of thousands of dollars in long-term student loan debt and lingering parent loans.
Outlook Financial Center is active in the community working with children through Kiwanis and Optimists. A veteran-owned business, with 20 years of service in the United States Navy and Reserves, their goal is to make strong client commitments and build life-long relationships.
||1930 Prime Court, Suite 103, Troy, Ohio 45373, Miami County
|Type of Industry:
Retirement Income Planning, Investment Advisory Services, College Planning
|Number of Current Employees:
|Year Company Started: