What is the Value of Financial Advice?

In times of uncertainty it is important to have financial advice. Call Walton Financial Group in Barrie

When it comes to investing , the financial advisors at at the Walton Financial Group in Barrie are ready to assist you . Here are some reasons why having a financial advisor makes sense

1. Seeking advice helps your savings.

Households who have a financial advisor Save At Nearly Twice the rate than those who don’t.¹
It’s a fact: Research shows that obtaining good advice can help you:

make better decisions;
save more;
accumulate assets and;
grow the investable portion of your wealth.

2. Investors who work with an advisor ACCUMULATE
3.9× MORE ASSETS than those who don’t.

A professional financial advisor can help you set realistic financial goals and understand which investment products make sense for your portfolio.

With a trusted advisor and a financial plan tailored to your goals, you are on your way.

By working with a financial advisor, you have a better chance of:

  • Accumulating greater wealth through better saving behaviour
  • Building assets for a more comfortable retirement
  • Selecting tax-efficient investment vehicles
  • Maintaining a long-term investment strategy
  • Protecting against poor financial decisions
  • Avoiding emotional investing habits

Call The Walton Financial Group in Barrie Ontario and arrange for a meeting with a financial advisor

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.

The comments contained herein are a general discussion of certain issues intended as general information only and should not be relied upon as tax or legal advice. Please obtain independent professional advice, in the context of your particular circumstances. This What is the Value of Financial Advice? was prepared by Bradley Walton who is a Investment Funds Advisor at Walton Financial Group. a registered trade name with Investia Financial Services Inc., and does not necessarily reflect the opinion of Investia Financial Services Inc. The information contained in this presentation comes from sources we believe reliable, but we cannot guarantee its accuracy or reliability.

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