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Outlook Financial Center, LLC

We empower you to navigate today’s complex financial world. We customize a plan to fit your individual and family needs as well as the needs of your small or large business.

Outlook Financial Center, LLC currently serves Troy, Dublin, and Cincinnati, Ohio, and surrounding communities. Our mission is to provide the families and businesses we serve with innovative insurance strategies, solutions, and planning designed to result in financial clarity, greater security, and overall financial health. Making strong commitments to our clients and building lifelong relationships are tenets of success at Outlook Financial Center, LLC. Our sister firm, Wellness Investment Advisers LLC, provides investors custom-tailored strategies to meet short- and long-term needs. Our goal at Wellness Investment Advisers LLC is to help our clients realize their financial dreams by offering creative solutions through an open and transparent process utilizing innovative solutions to achieve financial independence.

Empowering Women

Women face different challenges when it comes to planning for their retirement and the later years of life. Empowering women for financial success helps address those unique challenges.

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Investment Management

Our advice and recommendations are tailored to our clients’ investment goals, desired return objectives, risk tolerance, time horizon, and income needs. Our investment strategies …

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Social Security

We help our clients develop a clear understanding of their Social Security benefit. There is a lot to learn about Social Security, and it is important for you to be educated so that you head into retirement with an expected plan for how you will rely on your benefits. Outlook Financial Center, LLC and Wellness Investment Advisers LLC are not affiliated with or endorsed by the Social Security Administration or any government agency.

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Tax Preparation and Planning

One essential part of planning for your retirement is determining your tax liability and developing a strategy to minimize the amount of taxes you pay. We’ll help you customize a retirement plan that is able to take advantage of any possible tax credits and deductions.

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