Business Details
31 Years
experience
Your Trusted Financial Advisers in Canton, OH
New Horizon Wealth Management has been dedicated to helping individuals and families achieve their ideal retirements since 1995. Our team of experienced professionals specializes in creating customized strategies to grow and protect wealth through retirement income planning, asset management, and tax-efficient solutions. Utilizing our proprietary Retirement Compass methodology, we evaluate clients' financial situations to develop personalized plans that provide control, confidence, and comfort.With over 30 years of combined experience, our advisors offer expertise in annuities, investments, and legacy planning while maintaining a strong commitment to client education through regular events and publications. We operate as an independent firm, partnering with Packerland Brokerage Services to deliver comprehensive financial solutions tailored to each client's unique needs and objectives.
Services
Retirement Income Strategies
Wealth Management
Annuities
Investments
IRA/401(k) Rollovers
Asset Protection
Life Insurance
Tax-Efficient Strategies
Long-Term Care
Legacy Planning
Details
- Year established: 1995
Highlights and features
- 30+ years of combined experience in retirement planning
- Proprietary Retirement Compass evaluation methodology
- Customized wealth growth and protection strategies
- Regular educational events and published resources
- Independent firm with access to diverse financial products
Associations and certifications
- FINRA
- SIPC
Services
Retirement Income Strategies
Our Retirement Income Strategies help create sustainable cash flow during retirement. We analyze your financial situation to develop personalized plans that provide consistent income while managing market risks. This service focuses on creating reliable income streams through annuities, investment portfolios, and Social Security optimization.
Wealth Management
Wealth Management services focus on growing and preserving your financial assets. Our advisors create customized investment strategies using various products to help build retirement savings. We continuously monitor and adjust portfolios to align with your risk tolerance and retirement timeline while maintaining tax efficiency.
Asset Protection
Asset Protection strategies safeguard your retirement savings from potential risks. We implement tax-efficient approaches and insurance solutions to protect against market volatility, long-term care costs, and unexpected liabilities while maintaining liquidity for your retirement needs.
Legacy Planning
Legacy Planning ensures your assets transfer according to your wishes. We help develop strategies for IRA legacy planning and charitable giving while coordinating with estate planning professionals. This service focuses on minimizing tax burdens and preserving wealth for future generations.
Tax-Efficient Strategies
Tax-Efficient Strategies optimize your retirement withdrawals to minimize tax impact. We analyze your investment accounts and develop withdrawal strategies that consider tax brackets, required minimum distributions, and estate planning goals to help maximize your after-tax income in retirement.
People
Robert Foutty
Founder, President
With over 30 years in financial services, Bob founded New Horizon Wealth Management in 1995. He specializes in retirement income strategies and has received industry recognitions including Midland National Life's Presidents Club membership.
David Ryan
Senior Advisor
David has served Ohio and Pennsylvania seniors for two decades. He specializes in 401(k) programs and retirement planning, earning awards from Packerland Brokerage Services for his advisory excellence.
Tyler W. Foutty
Advisor
As an advisor, Tyler helps clients create comprehensive retirement plans. He works closely with clients to understand their financial goals and develop strategies that align with their retirement objectives.
Donny Kinsley
Client Services Manager
Donny oversees client service initiatives, ensuring smooth implementation of retirement strategies. He brings extensive experience in helping retirees create clear and effective financial plans.
Caden Swisher
Advisor
Caden provides retirement planning expertise to help clients achieve their financial goals. He focuses on creating personalized strategies that address both immediate needs and long-term retirement objectives.
Questions
What retirement planning services do you offer?
We offer comprehensive retirement planning including income strategies, wealth management, tax-efficient planning, and legacy solutions using various investment and insurance products.
How do you help clients protect their assets?
We develop customized asset protection strategies including life insurance, long-term care planning, and tax-efficient approaches to safeguard retirement savings.
Do you provide educational resources for retirees?
Yes, we offer regular educational events, publish retirement planning books, and provide personalized consultations to help clients understand their financial options.
What areas do you serve?
We primarily serve clients in Canton, Ohio, with services extending throughout Ohio and Pennsylvania.
How can I attend one of your retirement events?
Check our website calendar for upcoming events like our Estate Planning & Taxes in Retirement class and register through our online registration system.
