Wills and Life Insurance are cornerstones of a financial plan
The Walton Financial Group in Barrie believes that having will and Life Insurance are fundamentals of financial planning
It has been reported that 56% of Canadian adults do not have a will. That is worrisome anytime but is especially concerning as Covid -19 continues . There is always something that seems more pressing but every adult needs a will . At the Walton Financial Group we see wills along with life insurance as two of the cornerstones of sound financial planning.
We are not lawyers and can refer you to one if you wish . We can advise you about the kinds of things that you should consider in estate planning
Talk to a financial adviser at the Walton Financial Group about your short and long term financial goals and where fundamentals like wills and life insurance fit in your plan
