Mike Walton Life Stages Financial Group
336 Main Street E3A1E5 Fredericton, NB, Canada
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General Information
Locality: Fredericton, New Brunswick
Phone: +1 506-470-9001
Address: 336 Main Street E3A1E5 Fredericton, NB, Canada
Website: www.mike-walton.com
Likes: 257
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A critical illness can occur at anytime without warning, are you financially prepared if it happened to you? Listen to our personal story of how it affected our family. Critical Illness insurance is a solution for the financial stress you may encounter. If you are fortunate to avoid a critical illness you may be able to get all your money back! Contact me for the details, 470-9001 or message me thru this page. Thank you!
Tune in next week to hear about our personal story of how a critical illness affected our family and how it affected us financially.
RRSP season is in full swing, start thinking about your long term planning! Should you be using a registered retirement savings plan (RRSP) or tax-free savings account (TFSA) to build your savings? Contact me and let’s make sure you’re using the right vehicles to reach your goals. (506) 470-9001
I am committed to working hard behind the scenes for all my clients. A good Financial Plan requires proper planning, contact me today to get started on working together! (506) 470-9001
Sometimes laughter is the best medicine! Yes I do have fun at work :) These are tougher times but let me help you create a plan that will help eliminate some financial stress and strain in your life! Give me a call 506-470-9001. Can't wait to chat with you!
That moment when I realize Christmas is just around the corner and I haven't even started my shopping yet! - Mike Walton
Well it's hard to find many warm sunny days left to get some last minute outside projects done but who else was able to get everything squared away for the winter? - Mike
"On this day as we take time to remember those that sacrificed for our country, I want to extend a wish to my clients and friends that you stay safe and take time to remember those that have fallen serving out country." - Mike & Mel.
With summer and vacations coming to an end and everyone getting back to a new normal there is one thing that is still an important constant in our lives.. a Financial plan! I invite you to watch this video that explains my personal approach to Financial Planning. I would greatly appreciate your help by sharing this post, as I am trying to promote the type of work that I can help people with. If you don’t have a plan or want a second opinion of an existing plan , feel free to contact me today, I would be honoured to start the journey with you! Contact me at 1 (506) 470-9001.
Do you have a financial plan in place? If you do, when was the last time you reviewed it? Don’t delay the journey! Contact me today , either reply to my post or call... (506)470-9001. See more
(Note Photo Taken Before Covid-19 Pandemic) People protect their material assets, such as their car and house but they typically forget to protect their most valuable ...themselves! You are the most valuable asset, without you there wouldn’t be any material assets. What would happen to yourself or your family if you were not able to earn an income?... If you are unsure of the answer then we need to meet and discuss how I can help protect you and your family. Contact me today, 505-470-9001, and remember, I provide financial advice for every stage of you life!
Do you have a financial plan in place? If you do, when was the last time you reviewed it? Weather you have a plan or not, I invite you to Start the Journey of your Financial Planning with me! I have been working with clients for 26 years and I am qualified to help plan for any stage of your life!... Don’t delay the journey! Contact me today , either reply to my post or call (506)470-9001.
If you ever wondered why you find it difficult to accumulate anything in your saving plans you probably are not following the golden rule of financial planning , which is , paying yourself first. Simply put, you have to set aside money from your monthly budget for either short term savings , long term saving or both! Once you commit to a specific amount it will grow, compared to the person that relies on saving what is left at the end of the month...and in most cases what is left at the end is nothing. If you need help setting up a plan contact me , Mike Walton, 506-470-9001. Remember, financial advice every stage of your life!
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