• Retirement Income Planning For

    Everyday Canadians!

  • Retirement Income Planning For

    Everyday Canadians!

Retirement Income Planning, Calgary

You have made a lot of smart decisions with your money. You have worked hard, made sacrifices, saved and invested wisely. Now it's time to enjoy the fruit of your labour. We can help you put together a well-designed retirement income plan that produces enough guaranteed income to enjoy your lifestyle, maximizes your government benefits and includes tax-efficient investments best suited for retirees.

Creating Your Financial Roadmap

Quality Retirement Planning, Calgary

My Retirement Plan

Wouldn't it be nice to know that you are in control of your finances and that you have a plan in place to protect your family and a plan for building wealth and to retire on your terms? When we first met with Gavin he knew he needed help with his finances, he just didn't know where to start. We met for a coffee one day to visit and from there he booked a more formal meeting at our office. Gavin was like many middle-aged adults - second marriage, business owner, successful in his career. He had several LIRA's from past employers, some trading accounts at his bank, no insurance…

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Retirement Readiness Assessment, Calgary

Our 1 Hour Retirement Review

Do you want to be rich or do you want to have an absolute, positive guarantee that you'll never be poor?   There is a high probability that you'll live into your 90's and you will have to draw an income from your portfolio for a long time.  In these uncertain times, that is the most important information you will get your hands on.  Your portfolio can very quickly dwindle away if it isn't properly managed.  This is not the time for buying penny stocks. You need income guarantees. Before retirement, you had a couple sources of income, but as you move into the decumulation…

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Retirement Income Planning, Calgary

Guaranteed Lifetime Income

Do you want to have an absolute, positive guarantee that you'll never be poor?   The research is conclusive: Retirees with guaranteed lifetime income are happier and experience a greater degree of retirement satisfaction because they are not worried about running out of money. Check out: Annuities & Retirement Happiness   How we HELP you Create Guaranteed, Predictable & Tax-efficient Lifetime Income: Ensure that you are getting everything you are entitled to from CPP & OAS pension benefits Create additional sources of Guaranteed Income from your…

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Retirement Income Assessment, Calgary

Our Planning Process

Wouldn't It Be Nice to Know What a Written Quality Retirement Plan looks like or How Much Money You Need to Fund Your Retirement Lifestyle & Be Confident That You Won't Run Out of Money? If you're like most people you want to know: How much money do I need in order to retire? How do I pay less in taxes? How do I take income from my investments, while preserving the capital? How much money will I get in Government Pensions (CPP & OAS)? How do I know for sure I'm getting everything I'm entitled to? How much guaranteed income will I have, and can I create,…

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Your Trusted Advisors

I attended a session hosted by Willis and Nancy last night. Cost me nothing but an hour of my time. Was well worth it. Willis is one smart guy, so if you are even considering an info session, go hear his message . . . . I'd be surprised if you don't come away with something you didn't… Read More

I attended a session hosted by Willis and Nancy last night. Cost me nothing but an hour of my time. Was well worth it. Willis is one smart guy, so if you are even. . . Read More

Glenn Saunders

Recent Workshop Attendee

Willis and Nancy Langford are quality people you can trust. They practice what they teach.

Willis and Nancy Langford are quality people you can trust. They practice what they teach.

Glen Klassen, CA

Chartered Accountant

Thorough, Reliable and true to their word. Working with Willis and Nancy is easy and even when having difficult conversations. They present the facts in a way that both my wife and I could understand.

Thorough, Reliable and true to their word. Working with Willis and Nancy is easy and even when having difficult conversations. They present the facts in a way that both my. . . Read More

Simon and Jilene Sauve

Client, Calgary Mortgage Professional at Dynamic Mortgage Solutions

"Hi, I wanted to send you a note to say that I just read the Jan 17 newsletter that you sent out. It is the first financial letter that I have ever read and fully understood. I've always left investment info to Gord. I really enjoyed it, and look forward to next month's letter. " Jean… Read More

"Hi, I wanted to send you a note to say that I just read the Jan 17 newsletter that you sent out. It is the first financial letter that I have ever read and fully. . . Read More

Jean Cousins

Client

Finance Articles

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