Our Firm
How It Works
In the Media
Client Login
Contact
Get Started

Our Firm
- Why Us?
- Meet Your Team
How It Works
- Solutions
- Process
In the Media
- In the Press
- Podcasts
Client Login
Contact
- Troy, OH Office
- Dublin, OH Office
Get Started

GoBankingRates.com: I'm a Financial Planning Expert - Here's How Much Money Boomers Should Have in Their Savings Accounts Thumbnail

GoBankingRates.com: I'm a Financial Planning Expert - Here's How Much Money Boomers Should Have in Their Savings Accounts

October 19, 2023 Financial Planning

Share

Facebook
Twitter
Linkedin

Troy Office

305 Public Square SE
Suite 4
Troy, OH 45373

Contact

Phone: (937) 552-9990
FAX: (937) 552-9999
TEXT: (937) 716-2727

Outlook Financial Center

Dublin Office

655 Metro Place S
Suite 600
Dublin, OH 43017

Contact

Phone: (937) 552-9990
FAX: (937) 552-9999
TEXT: (937) 716-2727

All written content on this site is for information purposes only. Opinions expressed herein are solely those of Outlook Financial Center, LLC, Wellness Investment Advisers LLC, Assurance Tax and Business Services LLC, and our editorial staff. Logos and trademarks used are the property of their respective owners, and no endorsement by those owners of the producer is stated or implied. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Fee-based financial planning and investment advisory services are offered by Wellness Investment Advisers LLC, a Registered Investment Advisor in the state of Ohio. Insurance products and services are offered through Outlook Financial Center, LLC. Tax preparation services are offered through Assurance Tax and Business Services. Wellness Investment Advisers LLC, Outlook Financial Center, LLC, and Assurance Tax and Business Services LLC are affiliated companies. The presence of this website shall in no way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to any residents of any state other than the state of Ohio or where otherwise legally permitted. Wellness Investment Advisers LLC, Outlook Financial Center, LLC, and Assurance Tax and Business Services LLC are not affiliated with or endorsed by the Social Security Administration or any other government agency. This content is for informational purposes only and should not be used to make any financial, legal, or tax decisions. You should always consult an attorney or tax professional regarding your specific legal or tax situation. Outlook Financial Center, LLC, Wellness Investment Advisers LLC, and Assurance Tax and Business Services LLC are not engaged in the practice of law. Exclusive rights to this material belong to Outlook Financial Center, LLC. Unauthorized use of the material is prohibited.

Powered by Twenty Over Ten