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Retirement Planning Services in Barrie, Ontario
YOur experienced financial advisors will help you navigate income needs, inflation risk, asset protection, healthcare costs, and longevity in your retirement strategy. Contact us today to secure your financial future.
What We Do
Walton Financial Group in Barrie, Ontario offers retirement planning services
7
Financial Professionals
120
years of combined experience in financial services
Given the evolving financial landscape and increasing life expectancies, planning for a secure and comfortable retirement in Barrie, Ontario, is more critical than ever. At Walton Financial Group, we understand the unique challenges and opportunities that retirement planning presents to Ontarians. Our dedicated team of experienced financial advisors is here to guide you through the process of creating a comprehensive retirement plan tailored to your specific needs and goals.
One of the foremost considerations in retirement planning is ensuring that your income meets your needs during your post-employment years. Without a steady paycheck, it's essential to make your savings last as long as possible. The exact amount you'll need can vary significantly based on individual circumstances and potential income sources, such as Old Age Security and the Canada Pension Plan. Our expert advisors specialize in crafting strategies that align with your financial resources, aiming to maximize the longevity of your assets.
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What is Retirement Planning?
Inflation risk is another critical aspect of retirement planning. Over time, inflation can erode your purchasing power, making it vital to stay ahead of it with your investments. Whether inflation rates are at 1% or 5%, our advisors can assist you in selecting investment options designed to maintain your purchasing power throughout your retirement years.
Protecting your nest egg is paramount, especially as we acknowledge that stock markets don't rise indefinitely. As we've experienced an extended bull market, it's essential to understand your risk tolerance, particularly in the years leading up to and following retirement when recouping investment losses may be challenging. Our financial advisors can help you develop a balanced, risk-appropriate investment strategy to safeguard your assets.
Healthcare costs are another key consideration for retirees in Ontario. On average, Canadians aged 70 to 74 spend approximately $8,384 per year on healthcare, which increases significantly as individuals age. Our retirement income planning considers these potential costs, providing you with peace of mind knowing that your healthcare expenses are factored into your retirement plan.
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120
Years of Combined Experienced
35610
8
Trusted Team Members
How We Can Help
Benefits of Retirement Planning Services in Barrie, Ontario
Lastly, preparing for longevity is crucial. Longevity risk is the fear of outliving your savings. With Canadians living longer, your investment portfolio may need to deliver steady growth to sustain you through your extended retirement years. Our financial advisors work closely with you to create a robust retirement plan that considers your unique circumstances, objectives, and the challenges posed by increasing longevity.
For expert guidance on retirement planning and creating a retirement plan tailored to your needs, please don't hesitate to contact Walton Financial Group in Barrie, Ontario. Our team is dedicated to helping you achieve a financially secure and fulfilling retirement, and we look forward to assisting you on this important journey.
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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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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