Skip to content

330.499.1915 | 877.531.1918

Menu

Financial Services
Our Team
Radio
Attend an Event
Tax Bill in Retirement
Resources
- Newsletter
- Library
Schedule A Meeting

Menu

×

Financial Services
Our Team
Radio
Attend an Event
Tax Bill in Retirement
Resources
- Newsletter
- Library
Schedule A Meeting

New Horizon Wealth Management
Resource Library

Get the information that can help you live a confident retirement.

3D-Cover

Master Your Money

First Name*
Email Address*
Phone*
Would you like a copy of Master Your Money?
- Yes
- No
Click the button below to access the resource library.
Please Select Your Top Areas of Concern In Retirement
- Running out of Money
- Paying too much taxes
- Leaving an inheritance to my heirs
- Needing long term care
- Charitable spending
- Getting laid off
How close are you to retirement?
- Already Retired
- 1-5 years from retirement
- 5-10 years from retirement
- >10 years from retirement
I expect to retire with...
- $0-$250,000 in investible assets
- $250,000-$500,000 in investible assets
- $500,000-$1M in investible assets
- >$1M in investible assets
Email
This field is for validation purposes and should be left unchanged.

Δ

layoff-small

10-Step Layoff
Survival Guide

First Name*
Email Address*
Phone*
Would you like a copy of Master Your Money?
- Yes
- No
Click the button below to access the resource library.
Please Select Your Top Areas of Concern In Retirement
- Running out of Money
- Paying too much taxes
- Leaving an inheritance to my heirs
- Needing long term care
- Charitable spending
- Getting laid off
How close are you to retirement?
- Already Retired
- 1-5 years from retirement
- 5-10 years from retirement
- >10 years from retirement
I expect to retire with...
- $0-$250,000 in investible assets
- $250,000-$500,000 in investible assets
- $500,000-$1M in investible assets
- >$1M in investible assets
Comments
This field is for validation purposes and should be left unchanged.

Δ

Taxes Whitepaper

Are You Paying Too Much In Taxes In Retirement?

First Name*
Email Address*
Phone*
Would you like a copy of Master Your Money?
- Yes
- No
Click the button below to access the resource library.
Please Select Your Top Areas of Concern In Retirement
- Running out of Money
- Paying too much taxes
- Leaving an inheritance to my heirs
- Needing long term care
- Charitable spending
- Getting laid off
How close are you to retirement?
- Already Retired
- 1-5 years from retirement
- 5-10 years from retirement
- >10 years from retirement
I expect to retire with...
- $0-$250,000 in investible assets
- $250,000-$500,000 in investible assets
- $500,000-$1M in investible assets
- >$1M in investible assets
Comments
This field is for validation purposes and should be left unchanged.

Δ

estate-gift-small

Estate And
Legacy Planning

First Name*
Email Address*
Phone*
Would you like a copy of Master Your Money?
- Yes
- No
Click the button below to access the resource library.
Please Select Your Top Areas of Concern In Retirement
- Running out of Money
- Paying too much taxes
- Leaving an inheritance to my heirs
- Needing long term care
- Charitable spending
- Getting laid off
How close are you to retirement?
- Already Retired
- 1-5 years from retirement
- 5-10 years from retirement
- >10 years from retirement
I expect to retire with...
- $0-$250,000 in investible assets
- $250,000-$500,000 in investible assets
- $500,000-$1M in investible assets
- >$1M in investible assets
Email
This field is for validation purposes and should be left unchanged.

Δ

objective

Value of an Objective Opinion

First Name*
Email Address*
Phone*
Would you like a copy of Master Your Money?
- Yes
- No
Click the button below to access the resource library.
Please Select Your Top Areas of Concern In Retirement
- Running out of Money
- Paying too much taxes
- Leaving an inheritance to my heirs
- Needing long term care
- Charitable spending
- Getting laid off
How close are you to retirement?
- Already Retired
- 1-5 years from retirement
- 5-10 years from retirement
- >10 years from retirement
I expect to retire with...
- $0-$250,000 in investible assets
- $250,000-$500,000 in investible assets
- $500,000-$1M in investible assets
- >$1M in investible assets
Name
This field is for validation purposes and should be left unchanged.

Δ

inflation-small

Inflation and Your Retirement

First Name*
Email Address*
Phone*
Would you like a copy of Master Your Money?
- Yes
- No
Click the button below to access the resource library.
Please Select Your Top Areas of Concern In Retirement
- Running out of Money
- Paying too much taxes
- Leaving an inheritance to my heirs
- Needing long term care
- Charitable spending
- Getting laid off
How close are you to retirement?
- Already Retired
- 1-5 years from retirement
- 5-10 years from retirement
- >10 years from retirement
I expect to retire with...
- $0-$250,000 in investible assets
- $250,000-$500,000 in investible assets
- $500,000-$1M in investible assets
- >$1M in investible assets
Email
This field is for validation purposes and should be left unchanged.

Δ

recession-small

Will a Recession Rob Your Retirement?

First Name*
Email Address*
Phone*
Would you like a copy of Master Your Money?
- Yes
- No
Click the button below to access the resource library.
Please Select Your Top Areas of Concern In Retirement
- Running out of Money
- Paying too much taxes
- Leaving an inheritance to my heirs
- Needing long term care
- Charitable spending
- Getting laid off
How close are you to retirement?
- Already Retired
- 1-5 years from retirement
- 5-10 years from retirement
- >10 years from retirement
I expect to retire with...
- $0-$250,000 in investible assets
- $250,000-$500,000 in investible assets
- $500,000-$1M in investible assets
- >$1M in investible assets
Email
This field is for validation purposes and should be left unchanged.

Δ

social1

The Social Security Decisions

First Name*
Email Address*
Phone*
Would you like a copy of Master Your Money?
- Yes
- No
Click the button below to access the resource library.
Please Select Your Top Areas of Concern In Retirement
- Running out of Money
- Paying too much taxes
- Leaving an inheritance to my heirs
- Needing long term care
- Charitable spending
- Getting laid off
How close are you to retirement?
- Already Retired
- 1-5 years from retirement
- 5-10 years from retirement
- >10 years from retirement
I expect to retire with...
- $0-$250,000 in investible assets
- $250,000-$500,000 in investible assets
- $500,000-$1M in investible assets
- >$1M in investible assets
Email
This field is for validation purposes and should be left unchanged.

Δ

changing-story-of-retirement-new

The Changing Story of Retirement

First Name*
Email Address*
Phone*
Would you like a copy of Master Your Money?
- Yes
- No
Click the button below to access the resource library.
Please Select Your Top Areas of Concern In Retirement
- Running out of Money
- Paying too much taxes
- Leaving an inheritance to my heirs
- Needing long term care
- Charitable spending
- Getting laid off
How close are you to retirement?
- Already Retired
- 1-5 years from retirement
- 5-10 years from retirement
- >10 years from retirement
I expect to retire with...
- $0-$250,000 in investible assets
- $250,000-$500,000 in investible assets
- $500,000-$1M in investible assets
- >$1M in investible assets
Name
This field is for validation purposes and should be left unchanged.

Δ

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

Attend an Event

Or give us a call at 330.499.1915 | 877.531.1918.

Contact Us

330.499.1915 | 877.531.1918
Fax: 330.499.2922

Our Locations

3930 Fulton Dr. N.W.

Suite #209

Canton, OH 44718

Check Us Out

We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.

Securities and advisory services offered through: Packerland Brokerage Services, Inc., an unaffiliated entity. Member FINRA & SIPC.

Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.

Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.

The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation.

Privacy Policy | Terms of Use

Call Now Button