Worried that your financial strategy is
Missing Something?

We’re here to help you feel confident in your financial future.

Your Dreams Matter

At New Horizon Wealth Management, we believe everyone should be able to live the retirement they’ve always wanted. Our team of professionals can help you create a well-thought-out strategy, using a variety of investments and insurance products and services, to help you address your financial needs and concerns.

The Four Pillars of Retirement

Investment

Income

Legacy

Taxes

We offer services in these three areas:

Grow

Prepare for retirement by putting your hard-earned assets to work.

How?

Retirement Income Strategies
Wealth Management
Annuities
Investments
IRA/401(k) Rollovers

Defend

Protect the assets that can help you live the retirement you’ve always imagined.

How?

Asset Protection Strategies
Life Insurance
Tax-Efficient Strategies
Long-Term Care Strategies

Give

Provide for the people and causes you care about the most.

How?

IRA Legacy Planning

We can also refer you to professionals who provide the following services:

Trusts
Probate
Charitable Giving
Estate Planning
Tax Planning
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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.

Schedule a Meeting

 


Schedule a meeting

Or give us a call at 330.499.1915 | 877.531.1918.