Transforming Families by
Growing and Defending
Their Financial Legacy


Our team will help grow and defend your wealth as you
progress toward your retirement goals.

Follow Our

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  • DISCOVER

    Schedule a meeting to sit down with us and discuss what your ideal retirement looks like & what your biggest questions are.

  • EVAluate

    Using our Retirement Compass, we’ll examine your current financial situation and determine what areas need improvement to give you Control, Confidence, and Comfort.

  • Plan

    Receive a custom strategy designed to help you grow and defend your wealth.

Follow Our

NEW HORIZON_PROCESS LOGO_COLOR_ke
  • DISCOVER

    Schedule a meeting to sit down with us and discuss what your ideal retirement looks like & what your biggest questions are.

  • EVAluate

    Using our Retirement Compass, we’ll examine your current financial situation and determine what areas need improvement to give you Control, Confidence, and Comfort.

  • Plan

    Receive a custom strategy designed to help you grow and defend your wealth.

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Request your copy of our book, “Master Your Money”

Need More Info?
Attend an Event

Attend one of our events to learn more about retirement income strategies, wealth management and more.

March 12
Surviving Retirement in Today’s Uncertain Times
6:30 pm | Gervasi Vineyard 1700 55th St NE
Canton, OH 44721 United States
March 14
Surviving Retirement in Today’s Uncertain Times
6:30 pm | Gervasi Vineyard 1700 55th St NE
Canton, OH 44721 United States
March 28
Surviving Retirement in Today’s Uncertain Times
6:30 pm | Prestwick Country Club 3751 Glen Eagles Blvd
Uniontown, 44685 United States
about

Get to Know
Our Team


It is our mission to help individuals and families achieve their ideal retirements.

What's Your Risk Number?

Capture your risk tolerance and see if your portfolio fits you.

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Ready to take
The Next Step?

For more information about any of our products and services, schedule a meeting today or register to attend an event.

Or give us a call at 330.499.1915 | 877.531.1918.