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Financial Planners Creating Your Financial Independence
Financial Security Planning Process
Become financially independent with a Financial Security Plan from Walton Financial Group
What We Do
Walton Financial Group in Barrie, Ontario describes the steps involved in a creating a financial security plan
7
Financial Professionals
120
years of combined experience in financial services
A sound financial security plan will help to protect you against uncontrollable events such as disabilities or death, while helping you plan for controllable events such as buying a new home or retiring comfortably. Our financial security planning process is based on four corner stones around wealth building and wealth protection. These four corner stones are liquidity, retirement, living benefits and life insurance.
How We Can Help
Plan for Financial Security
The team at Walton Financial Group has a series of steps they will take to help create a sound financial security plan that works for you. These steps are the following:
DISCOVERY
Taking a snap shot of your overall financial picture. Review your current situation, and then we’ll focus on your goals and what you’d like to see happen in each of the four cornerstones of Financial Security. Understanding what you want to have happen is the most important thing we’ll do together. Helping clients crystallize and define their financial goals through an introductory meeting.
ANALYSIS
We will then analyze that information to determine if there are any gaps between what you have in place today and what you want to happen in the future. Exploring what financial tools and plans will be most effective to help meet the client’s goals.
PROPOSAL
The development of a customized plan that will put together some specific recommendations to help achieve their goals.
IMPLEMENTATION & REVIEW
Enrolling you in your personalized financial security plan. As your situation changes, we’ll spend time together to help ensure that your financial security plan evolves with your goal of achieving financial independence.
120
Years of Combined Experienced
35775
8
Trusted Team Members
How We Can Help
Understanding Financial Security Planning
Contact the Walton Financial Group in Barrie, Ontario to arrange for a meeting to begin creating your customized financial security plan.
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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