(330) 893-0113      info@pleasantwealth.com

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Financial
Strategy

That opens the door to what’s next

It’s time to feel good about money again.

We are experts in supporting you through life transition. Conflicting emotions can leave you feeling unsure about financial decisions you are making. Through conversation with us, you become clear about what you desire and how to get there with a financial planning strategy you can rely on. We design your money to fund your flourishing life.

Financial strategy designed for the big picture of your future.

Gain Clarity

When you are clear on what you want in life, the financial strategy becomes easier to initiate. You may be the person who does not want to understand technical money management (that’s why you hire a firm like us!) however you desire support in sorting through your priorities. You’ll love our coaching approach.

Your Money Facilitated

You desire seamless movement of your money. In addition to managing your investments we design more ease in your life by connecting to your bank account for safe and quick distributions, speaking directly with your CPA on your behalf, and assuring clear beneficiary designations. Your money flows the way you need.

Income Guardrails

Nobody wants to run out of money. You will take comfort in predictable retirement “paychecks” that maximize your resources like Social Security and pensions. With guidelines in place to keep you from over-drawing your investments, we create guardrails to meet near-term cash flow needs while keeping an eye on long-term considerations.

EXPERIENCED FINANCIAL ADVISORS

You’re not alone

While you may understand some components of investing, you would never DIY such an important part of life as your financial strategy for retirement. You’re looking for a partner to ask the right questions that help you know what you want. You’re looking for a thinking partner that brings innovative approaches to growing your money, minimizing taxes paid, and helps you visualize your money better.

Uncover what’s financially possible for you.

After nearly three decades of experience in wealth management, we understand that supporting you in seeing what’s possible in your retirement is more important than a cookie cutter template designed for them. That’s why we engage in pleasant financial conversations to best understand your life and your money. Together we draft a blueprint of your near-term and long-term priorities, and journey with you as your ever-changing life unfolds.

What clients love about working with us:

Deep industry knowledge, concisely delivered

Bi-annual checkins to ensure you are on track

Attention to and taking action on what matters most

Candid, impactful conversations about your money and life

A consistent, long-term & data-driven financial strategy

Walk away from every conversation with understanding and confidence that your financial strategy is the right plan for you.

Access our free financial strategy resources today

5 Unique Retirement Challenges Women Face (and what to do about them)

A Guide to Your Retirement (and what’s getting in your way the most)

Feedback from our clients

Planning for retirement income isn’t a cookie cutter approach. Pleasant Wealth addressed our individual life goals and asked the right questions to help formulate a plan that suited our needs and goals. We highly recommend their people-oriented approach to retirement planning.

Phyllis & Steve

An unexpected divorce left me searching for practical financial direction from a caring, attentive advisor. Pleasant Wealth helped to clarify my personal values and financial goals, setting me on a confident trajectory of financial growth.

Linda

Our experience with Pleasant Wealth has been exceptional in every way. We continue to benefit greatly, not only from a financial planning standpoint, but from the caring discussion and genuine interest in our personal lives and family.

Mark & Tammy

STRAIGHTFORWARD PLANNING

Ready to get started?

Contact Pleasant Wealth today to schedule your first free, low-tension meeting.

2022 RECIPIENT

“Women’s Impact Awards recognize people, businesses, and nonprofit organizations that exemplify the Women’s Impact, Inc. mission to help women unleash their power and realize their potential. Recipients are recognized for their commitment to the advancement of women in our area and beyond.”

Women’s Impact Inc

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CANTON OFFICE
720 McKinley Ave NW
Canton, OH 44703

MOUNT HOPE OFFICE
4581 Township Road 634
Millersburg, OH 44654

 (330) 893-0113
 info@pleasantwealth.com

We are licensed to sell insurance in the following states:
Ellis Miller: FL, IN, IA, KY, NC, OH, VA
John Mullett: OH, MD, IN, PA, SC
Clinton Miller: OH
Elizabeth Hand: OH

CONTACT US

Let’s talk financial strategy


Securities offered through Kestra Investment Services, LLC, (Kestra IS), member FINRA/SIPC. Investment Advisory Services offered through Kestra Advisory Services, LLC, (Kestra AS) an affiliate of Kestra IS. Pleasant Wealth, LLC is not affiliated with Kestra IS or Kestra AS. This site is published for residents of the United States only. Registered Representatives of Kestra Investment Services, LLC and Investment Advisor Representatives of Kestra Advisory Services, LLC, may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. Neither Kestra IS or Kestra AS provides legal or tax advice. For additional information, please contact our Compliance department at 737-443-2582.

Copyright 2023 Pleasant Wealth, LLC