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, 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 20 years and our professionals have over 70 years of combined financial services experience. 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.. Outlook Financial Group,LLC is a Houston-based financial planning and investment advisory firm. We have: Over $275 million in assets under management 12 professionals and staff 2 locations: Houston and The Woodlands Areas of focus include: Financial planning Investment management Retirement income planning Estate and wealth transfer planning Insurance and risk management Securities and Investment Advisory services are offered through Sanders Morris Harris (SMH). The parent of SMH is Sanders Morris Harris Group (NASDAQ: SMHG).Sanders Morris Harris Group is: A financial services holding company headquartered in Houston that manages approximately $10 billion in client assets. Its primary clearing firm is Pershing LLC. Pershing was founded in 1939 and is a subsidiary of The Bank of New York Company. With a staff of more than 4,400,they custody client assets worth over $700 billion. Our Philosophy ''To provide both the blueprint and the implementation of your wealth architecture.'' Ou r 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.