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Financial Planners Creating Your Financial Independence
Wealth Protection and Financial Security
A Financial Security Plan sets the foundational structure for your financial growth and wealth protection
What We Do
Call the Walton Financial Group in Barrie, Ontario to discuss the Four Cornerstones of Financial Security
7
Financial Professionals
120
years of combined experience in financial services
A sound financial security plan should protect you against uncontrollable events such as disabilities or death, while helping you plan for controllable events such as buying a new home and retiring comfortably. Our customized planning process is based on four cornerstones of financial security planning that sets the foundational structure for your financial growth:
Overview
The Four Cornerstones of Financial Security
LIQUIDITY
Liquidity is your ability to access cash or assets that are easily convertible to cash. Liquidity can be a short term savings option that can regenerate over time and need your constant hard work
LIVING BENEFITS
Mitigating your risk against uncontrollable events such as disability or critical illness is key to your financial security. When building your financial security plan, we’ll consider:
- Will your income be reduced in the event of disability or critical illness?
- If your income is reduced, will it be difficult for you to maintain your lifestyle and retirement savings?
- How much disability or critical illness insurance coverage is enough?
- What impact will inflation have on your income if you’re unable to work for a long time?
- - Do you know if your group benefits provide a provision to allow you to continue your retirement savings if you become disabled or suffer a critical condition or illness?
ESTATE PLANNING
All financial security plans include this because death is inevitable and an uncontrollable event. As part of the financial security planning process, we’ll discuss:
- How much income will your family need if you die?
- How will inflation affect this income?
- How to preserve your estate for your family when you die
RETIREMENT
When we discuss retirement planning, we consider:
- What kind of lifestyle do you see for yourself in retirement?
- How much money will you need to retire comfortably?
- What impact will inflation have on your income?
- Would you like to have the freedom to slow down or retire early?
120
Years of Combined Experienced
34680
8
Trusted Team Members
How We Can Help
Understanding Wealth Protection
Time and planning are two factors that influence whether or not you accomplish your retirement goals. Therefore, you must work towards your retirement goals over time.
Call the team at Walton Financial Group in Barrie, Ontario to arrange for a meeting to establish a Wealth Protection Plan based on the Four Cornerstones of Financial Security.
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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