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New Horizon Wealth Management
Resource Library

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

3D-Cover

Master Your Money

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10-Step Layoff
Survival Guide

First Name*
Email Address*
Phone*
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
Phone
This field is for validation purposes and should be left unchanged.

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Taxes Whitepaper

Are You Paying Too Much In Taxes In Retirement?

First Name*
Email Address*
Phone*
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.

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Estate And
Legacy Planning

First Name*
Email Address*
Phone*
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.

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objective

Value of an Objective Opinion

First Name*
Email Address*
Phone*
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
Phone
This field is for validation purposes and should be left unchanged.

Δ

inflation-small

Inflation and Your Retirement

First Name*
Email Address*
Phone*
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.

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recession-small

Will a Recession Rob Your Retirement?

First Name*
Email Address*
Phone*
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.

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social1

The Social Security Decisions

First Name*
Email Address*
Phone*
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.

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changing-story-of-retirement-new

The Changing Story of Retirement

First Name*
Email Address*
Phone*
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.

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whatyoumaynotknow

What you may not know

special-reports

Special Reports

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The Next Step?

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Contact Us

330.499.1915 | 877.531.1918
Fax: 330.499.2922

Our Locations

3930 Fulton Dr. N.W.

Suite #209

Canton, OH 44718

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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.

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