New Heights Financial

NEW HEIGHTS FINANCIAL

Get my new book Retire At New Heights Today!

Get a copy of my Nationwide Best Selling Book, Retire At New Heights!

Retire at New Heights is a comprehensive book that offers a simplified, step-by-step approach to retirement planning. Introducing readers to the Retirement Shield, it takes American retirees on a truly transformative journey towards a sustainable future full of financial security. From social security and reliable retirement income to planning for long-term care and legally minimizing taxes, the book allows readers to gain clarity about their future and put precedents in place for a safe and stress-free retirement. The book also shares success stories from the Retirement Shield network of coaches, shedding light on how this unique framework has helped countless retirement seekers. Through these relatable stories, readers gain crucial insights into how every American citizen can follow simple steps to protect and grow their assets during retirement, regardless of economic fluctuations.

Request your FREE copy of my book and we will be reaching out shortly

About Us

Johnnie Roberts | Safe Money Expert

Johnnie and his wife Kristy are proud of their 4 children and 1 grandchild. They put their faith and family first. Johnnie believes in strong family values and is proud to have his daughter Courtney and her husband Nic as part of the firm. They are the parents of Johnnie and Kristy’s first grandchild, Theodore. Their son Hunter, is also working in the financial industry. Their daughter, Katelyn has a master’s degree in social work from Wayne State and is married to Matt, a police officer with the city of Detroit. Their daughter, Charity has graduated with a bachelor’s degree in business and marketing from the University of Detroit Mercy.

Johnnie began his retirement planning and insurance services career in
1998. Johnnie hosts Retirement Shield educational seminars, helping
individuals and families plan for the changes and uncertainty facing today’s retirees. Dedicated to the communities he serves, and to the goals of each individual and family he has the opportunity to partner with.

Click the link below to check out our upcoming events:
https://www.retirementshieldevents.com/roberts-rs-seminar-event-3/

Courtney Hughes | Client Services Specialist

Courtney Hughes is Johnnie’s daughter and has a Master’s Degree in Social Work. She is our client services specialist at New Heights Financial to help our clients with any service need regarding their accounts and policies.

Shelly Cioppa | Accountant & Tax Preparations

Shelly is an accountant and specialized in individual and business tax matters and returns. She brings over 25 years of experience to our team. As owner of Sharp Edge Tax Solutions, she is a valuable resource and partner to our clients

Steve Ahonen | Medicare Specialist

Steve Ahonen is from Troy, MI. He partners with our clients for Health and Medicare services. He stays up to date on all the changes in the Medicare and health insurance field and will be a huge help in understanding all your options with his 30 plus years of experience.

Proud Partner of Annuity.com

Check out my profile below

Our Services

What We Do For Clients

Asset Protection

Retirement doesn’t mean that it’s time to stop growing. Same holds true for your money. It should mean, however, that it’s time to stop taking unnecessary risk.

We specialize in helping retirees protect their retirement assets while continuing to move forward.

Family Legacy Planning

Many of our clients want to leave a legacy for their children and grandchildren and are shocked to learn how easy it is to double, even triple their inheritance – TAX-FREE AND GUARANTEED!

We also work with our clients and help them embrace their own mortality and be prepared for the loss of a spouse and the income burdens this can often create.

Extended Care Solutions

Long-term care/extended care costs have gone up substantially in the last 10 years. Unfortunately, the statistics are not in our favor, a plan to address these costs should be included in every retirement strategy.

The good news is we work with hybrid insurance plans that leverage your dollar in case you need it for extended care, but remain 100% accessible for withdrawal if you don’t.

Retirement Income

Many of our clients want to leave a legacy for their children and grandchildren and are shocked to learn how easy it is to double, even triple their inheritance – TAX-FREE AND GUARANTEED!

We create a customized retirement income plan, encompassing all sources of income, for each one of our clients and no two plans are exactly alike. Let us get to work on a plan for you.

Introducing the Retire at New Heights Podcast

“Do you listen to podcasts?
I’m excited to announce that you can now listen to my new podcast!
It’s called Retire at New Heights. You can listen online at the link below, or subscribe on Apple Podcasts (or wherever else you get your podcasts). Check it out!”

EVENTS

Workshops for Retirement

Wednesday, October 22nd 2025, 6:30 pm

Chesterfield Community Center

48400 Sugarbush Rd, New Baltimore, MI 48047

Topic: Taxes, Social Security and Retirement Planning

Learn how to optimize your retirement income and reduce your taxes.

Workshops for Retirement

Tuesday, October 28th 2025, 6:30 pm

Shelby Township Activities Center

14975 21 Mile Rd, Shelby Township, MI 48315

Topic: Taxes, Social Security and Retirement Planning

Learn how to optimize your retirement income and reduce your taxes.

We Love To Meet New People!

MAIN OFFICE

13854 Lakeside Circle
Suite 211
Sterling Heights, MI 48313

jroberts@newheights.life

CALL US

(586)-819-0664

(586)-819-0664 | jroberts@newheights.life

View Johnnie’s Fiduciary Certificate | Retire Village

This material has been prepared for
informational and educational purposes only. It is not intended to provide nor should be relied upon for accounting, legal, tax, or investment advice.