In The Media

Lori Gross is the lead investment advisor at Outlook Financial Center in Troy, OH. She is licensed to offer investment advice and insurance products. Lori is also a Medicare advisor, helping seniors understand the complexities of Medicare insurance in an easy-to-understand educational setting. Lori is an ambassador for the Troy Area Chamber of Commerce as well as an active member, board member, and President of the Kiwanis Club of Troy.

“In other words, sell Pepsi and buy Coke,” said Rob Burnette, CEO at Outlook Financial Center, in Troy, Ohio.

You do need a QDRO to split a 401(k), says Rob Burnette, CEO, financial advisor and professional tax preparer at Outlook Financial Center in Troy, Ohio.

“While gift cards may seem basic, purchasing them for holiday gifts will allow you to avoid high inflation on goods and services,” says Lori Gross, financial advisor at Outlook Financial Center in Troy, Ohio.

As Rob Burnette, an MRFC and chief executive officer of Outlook Financial Center in Troy, Ohio, explains, "Robo-advisors are only useful for the investment part of a financial plan."

“Don’t shout your win from the rooftop,” Rob Burnette, financial and investment adviser at Outlook Financial Center in Troy, Ohio, said.