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Financial Planners Creating Your Financial Independence
Insurance Planning
Are you looking for insurance planning advice? Contact the experienced team at Walton Financial Group
What We Do
Walton Financial Group in Barrie, Ontario has vast expertise in insurance planning
7
Financial Professionals
120
years of combined experience in financial services
The winds of life blow on us all; sometimes those are good winds, and sometimes they bring trouble. Insurance is, first and foremost, a tool of protection and provides the base of protection that every successful financial plan requires. Our clients tell us their insurance program is one of the main factors that allows them to sleep at night, knowing their loved ones and their wealth are well-protected..
An insurance plan is the foundation of a good financial plan. At Walton Financial Group, we have several ways to help our clients assess their level of risk. We then customize a plan to meet their personal and business needs.
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Planning Your insurance
- Protection Planning: Protecting your family and loved ones from financial hardship. Designed to replace lost income upon death or disability and protect existing assets.
- Living Benefits: Providing supplemental funds for retirement or long-term care. Designed to take advantage of the tax code, thereby making funds available for future use.
- Wealth Transfer Planning: Protecting your current wealth and maximizing your multi-generational plan. Designed to provide cash to pay estate taxes, equalize inheritances among heirs, and leverage wealth through gifting.
- Business Planning: Providing solutions to keep a closely held business viable during times of death or disability. Designed to replace lost income upon death or disability, to provide funds for the sale/purchase of the business, to retain key employees, and to provide collateral for business loans.
120
Years of Combined Experienced
34680
8
Trusted Team Members
How We Can Help
Understanding Insurance
We can offer a wide range of insurance, such as critical illness insurance, universal life insurance, participating life insurance, term life insurance, corporate-owned life insurance, business disability insurance, and more.
Meet with an experienced insurance advisor at Walton Financial Group so we can show you how we coordinate these areas of insurance planning to help you build the financial confidence that you deserve.
Disclaimer: Mutual funds, approved exempt market products and/or exchange traded funds are offered through Investia Financial Services Inc. The particulars contained herein were obtained from sources which we believe reliable but are not guaranteed by us and may be incomplete. The opinions expressed have not been approved by and are not those of Investia Financial Services Inc. This website is not deemed to be used as a solicitation in a jurisdiction where this Investia representative is not registered.
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We're here to answer any of your financial questions. Use the form or any of the contact methods to start the conversation.
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Contact
Toll Free: 1.877.733.5207
Office: 705.733.5200
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Address
126 Wellington Street West #202 Barrie, ON L4N 1K9
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