Financial Advisors Allen and Michael Neuenschwander Featured in Forbes Magazine

Financial Advisors Allen and Michael Neuenschwander, were recently featured in Forbes as one of America’s Premier Experts.

Houston, TX – March 4, 2013 – Allen Neuenschwander, Founder and CEO of Outlook Wealth Advisors, LLC., along with Michael Neuenschwander, were recently seen in Forbes with other leading professionals as part of a feature called “America’s PremierExperts® Presents: Forecasts & Strategies For the New Year & Beyond.” In the Forbes feature, Allen & Michael Neuenschwander and other leading experts from various industries were asked for their “top tips on health, wealth and success to help you thrive in the New Year and beyond.”

Allen and Michael remarked, “These are uncertain times, however we know that income & other taxes are going up and the Fed’s quantitative easing will eventually drive up inflation. As you approach retirement years, your investment focus should transition from growth toward preservation, inflation protection and secure income streams. Thorough planning with a retirement income specialist, mentoring & ongoing investment management are critical. Don’t risk your future by trying this alone!

A major focus of Allen’s practice is working with retired people and those who are about to retire. He has a CD, “How to Avoid Common Retirement Pitfalls,” that is currently available and he is in the process of writing a book. It was recently announced that both Allen and Michael have been awarded the prestigious 5 Star Wealth Manager Award. They were also recently recognized in the September issue of Texas Monthly Magazine.

Allen and Michael Neuenschwander were also recently featured on NBC, CBS, ABC and FOX network affiliates around the country as guests on the Consumer’s Advocate TV Show.

Learn more about Allen Neuenschwander at

About Allen Neuenschwander, CFP®, CPA:

Allen created Outlook Wealth Advisors after a devastating family tragedy caused him to redirect his life toward helping people achieve financial security while eliminating unnecessary risk. Unlike many estate & financial planning firms, Outlook has a true fiduciary responsibility to take care of its clients’ interests first, not the firm’s.

Over the years, Allen has passed numerous exams to become a Chartered Life Underwriter (CLU) and Certified Financial Planner™. He has taught financial and retirement planning courses for several Houston area colleges and universities and for employee groups at several Fortune 100 companies. Allen has also served on the investment committee of the Houston Chapter of the Texas Society of CPAs, and on the Board of Directors of the Financial Planning Association of Houston.

About Michael Neuenschwander, CFP®, CPA:

A native Houstonian, Michael graduated from Saint Thomas High School and went on to earn both a Bachelors degree in Accounting and a Masters degree in Finance from Texas A&M University.

Michael began his working career as an auditor with Grant Thornton LLP, and, upon completing his Masters degree, he decided to join Allen in the practice of financial planning. Drawing from his father’s 20 plus years in the financial planning and investment management industry, Michael was able to gain valuable professional experience early in his career.

Although his academic education has been completed, Michael believes that professional accreditation and continuing education are necessary to best serve the needs of his clients. In 2001, he successfully passed the rigorous 4-part examination to become a Certified Public Accountant. Subsequently, Michael successfully completed the educational, examination and experience requirements set forth by the Certified Financial Planner Board of Standards to become a Certified Financial Planner™ Professional.

As a CFP® professional, Michael approaches financial planning as a process. That process begins with getting to know the client, their goals, and their present situation. Next, he evaluates the situation and develops recommendations and alternatives. From there, Michael reviews the plan with the client, and then helps the client implement the plan and monitors their progress along the way.

In addition to continuing his own education, Michael has taught financial and investment education classes both through the University of Houston and for the public. He is an active member of the Financial Planning Association of Houston, and served as an education committee member for several years.

Michael is a member of several professional and civic organizations, which include the national Financial Planning Association and the Texas A&M Association of Former Students.

Investment Advisory Services offered through Global Financial Private Capital, LLC, an SEC registered Investment Advisor.  Securities offered through GF Investments Services, LLC with principal offices at 2080 Ringling Blvd, Sarasota, FL  34237. Member FINRA/SIPC.

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