Local Financial Services Firm Receives Prestigious Award

The Woodlands, TX – The Co-Founders of area Registered Investment Advisors Outlook Wealth Advisors, LLC, Allen & Michael Neuenschwander received a rare honor this week in Las Vegas at the Advisors Excel 2020 World Series of Sales. The Neuenschwanders are also, CPA’s and Certified Financial Planners®.

To date, of the nearly 1000 financial professionals affiliated with Advisors Excel, the Neuenschwanders and Outlook Wealth Advisors are one of only 100 firms to be inducted into the Hall of Fame.

Outlook Wealth Advisors met the qualifications for this prestigious sales award by doing $100 million in cumulative business with the organization – a target that is often a career-long goal for most producers.

“With Allen & Michael’s extensive tax planning experience as CPA’s and both their desire to plan in the best way possible for their clients, Allen and Michael have served Houston’s retirees at as high of a level as anyone in Advisors Excel history,” said Advisors Excel’s VP of Advisor Development, Jake Klima. “Two leaders of the industry, who constantly evolve their practice to stay at the cutting edge for their clients. They are poised to continue to make a huge impact on Houston area retirees for years to come.”

A plaque commemorating this significant achievement will hang in the Advisors Excel Hall of Fame located at the Advisors Excel headquarters in Topeka, Kansas.

About Outlook Wealth Advisors, LLC and Allen & Michael Neuenschwander:
A devastating family tragedy brought Allen & Michael into the world of financial planning and investment management. After picking up the pieces, they have been on a mission to empower and educate investors helping them avoid the financial calamity their family endured.

In addition to the rigorous requirements to become a CPA, they also completed the extensive training program to become a Certified Financial Planner™ (CFP®). This background and training give them a perspective relatively few advisors possess. Co-Founders of Outlook Wealth Advisors, they have been featured authors in Kiplinger’s Newsletter, Forbes & Elite Advisor and Co-Authors of Retire Abundantly. Michael also appears frequently as a guest on Fox26 News. They also both are multiple year winners of the Five Star Wealth Manager award.

For more information about Allen & Michael Neuenschwander, or to schedule a time to discuss your financial future, contact Outlook Wealth Advisors, LLC at (281) 872-1515. By contacting
Outlook Wealth Advisors, LLC you may be provided with information from Outlook Wealth Insurance Services, LLC regarding the purchase of insurance and/or investment products.

About Advisors Excel:
Founded in 2005 by Cody Foster, David Callanan and Derek Thompson, Advisors Excel is an independent marketing organization (IMO). Based in Topeka, Kansas, the company is independently owned and employs nearly 600 people. Advisors Excel helps independent financial advisors and insurance producers nationwide increase their annuity and life insurance business by providing access to proprietary products, unparalleled training, powerful marketing and lead generation support and a superior culture in which many of the nation’s top professionals can continually refine their skills to better serve their valued clients. Advisors Excel is one of the fastest-growing IMOs ever - growing from $45 million in first-year sales to more than $6.5 billion in annuity business in 2018.

Investment advisory services offered through Outlook Wealth Advisors, LLC, an SEC registered investment adviser. Insurance products offered separately through Outlook Wealth Insurance Services, LLC.

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The Five Star Wealth Manager Award, administered by Crescendo Business Services, LLC (dba Five Star Professional), can only be awarded to actively licensed investment advisors or their individual wealth managers with favorable regulatory and complaint histories who are accepting new clients. Among eligible advisors, Five Star Professional evaluates five additional factors, including client retention rates, educational designations and number of client households.
Eligible advisors do not pay a fee to be considered for or awarded the award. However, award recipients have the option of paying a fee for additional profile ad space, which was done in this case. According to Crescendo, a wealth manager’s purchase of a profile or other services does not influence Five Star Professional’s determination of whether to include or exclude a particular wealth manager from any list of Five Star Wealth Managers. The award does not evaluate quality of services provided to clients, is not indicative of the wealth manager’s future performance, and should not be construed as an endorsement by Five Star Professional. Working with a Five Star Wealth Manager is no guarantee as to future investment success. For more information on the award and the research, eligibility and selection methodology, go to fivestarprofessional.com.