• Retirement Planning for clients 59+

    So You Don't Outlast Your Money

  • Retirement Planning for clients 59+

    So You Don't Outlast Your Money

Retirement Income Planning, Calgary

You want a retirement Portfolio & Plan designed to provide income for the rest of your life, without the guesswork or risk of outliving your money. And, you want to organize your sources of income in the most tax-efficient manner.

Creating Your Retirement Roadmap

Quality Retirement Planning, Calgary

Your Retirement Income 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 retire on your terms?   It's all about understanding your Values and Goals  & Creating and Implementing a Quality Retirement Plan with Continued Progress Updates to stay on track. Our planning is designed for clients age 59+ with at least $300,000 in household investable assets and looking to retire in the next few years.   Step 1 Introductory Call. Book a 15-minute call so that we can get to know each other and see if our values align and if we are a good…

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Retirement Readiness Assessment, Calgary

Your $149 Retirement Readiness Assessment

Most people don't know when they should retire, how much money they can expect to receive in retirement and, whether or not their money will last as long as they do.   If this sounds like you then you need to take our Retirement Readiness Assessment.   The Retirement Readiness Assessment will help you: (1) Determine how much income you will need in retirement (2) Discover where exactly that income will come from (3) Set a realistic retirement date (4) Ensure you will never run out of money in retirement       The Process: Our process…

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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 outliving their 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

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