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Individual Services


Let us help you create your financial freedom. We will determine the proper way to maximize your return on investments and help you reach the next level of comfortability. Outlook provides expertise in future investments, such as your child's education and your retirement.  

retirement planning

We help you save enough for a comfortable retirement by identifying your retirement needs, analyzing your assets and sources of retirement income, reviewing estimated shortfalls, and identifying the best ways to save for retirement given your financial situation and risk tolerance. Also, Outlook will help you protect your family in case of you become disabled by ensuring you have enough money in your emergency fund and analyzing your life, disability, health, home, and auto insurance coverage. We also review your will and various powers of attorney designed to take care of your affairs in the event you are incapacitated and can't manage them yourself.

financial planning

Creating Financial Freedom!

Building and preserving your personal wealth requires specialized attention. You get one-on-one guidance and a comprehensive

financial plan that helps manage risk, improve performance, and ensure the growth and longevity of your wealth. Also, Outlook wiill plan for your child's college education by accurately estimating the amount of money you'll need, analyzing your assets, reviewing estimated shortfalls and considering general alternatives and strategies to help address these potential shortfalls, and developing an optimal savings plan given your financial situation and risk tolerance.

estate services

Outlook Accounting & Taxes manages the entire valuation and liquidation process for individuals and families, and partners with the estate management professionals who work on your behalf.

We provide you with personalized estate liquidation services, from initial appraisal to complete removal and sale or donation of contents.  We empty the premises, donate unsalable items and leave the home in broom clean condition to assist with downsizing and to ready the property for sale.

Outlook handles this process for you from beginning to end in an efficient manner, minimizing the uncertainty, stress and labor of sorting and disposing of property and maximizing your return. Your needs and ultimate satisfaction are paramount to us, and we tailor each engagement accordingly.

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