Company Overview:

Outlook Financial Group, LLC, is a Houston-based financial planning and investment advisory firm. We have 12 professionals and staff in two Houston area locations. Securities and investment advisory services are offered through Sanders Morris Harris Inc., part of the largest independent investment bank based in the southwest, with over $10 billion in assets under advisement.

The founders of Outlook Financial Group, LLC, have been helping people in Houston for over 25 years, and our 9 licensed professionals have over 150 years of combined financial services experience.

Company Services: Our Firm seeks to develop deep and broad client relationships anchored first in a clear understanding of each individual’s goals and objectives. Our clients are not interested in short-term, transaction-driven associations but, rather, in personalized, life-long, goal-oriented relationships. Through close communication, we develop further understanding of your specific needs, and design strategies and portfolios both to accomplish your objectives and to enhance your peace of mind. We believe that the value of a long-term relationship and the pursuit of excellence in service and investment opportunities help us provide superior financial and investment services to our clients.

Areas of focus include:

• Financial Planning
• Investment Management
• Retirement Income Planning
• Estate and Wealth Transfer Planning
• Insurance and Risk Management

Securities and Advisory Services offered through Sanders Morris Harris Inc., member FINRA / SIPC.