Retirement Income Planning, Calgary
You want a retirement Portfolio & Plan designed to provide income for the rest of your life, with little risk of outliving your money. And, you want to organize your sources of income in the most tax-efficient manner.
Creating Your Retirement Roadmap
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…
Your $149 Retirement Readiness Assessment
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…
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…
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,…
Your Trusted Advisors
Finance Articles
All The Money In The World
A few months ago Nancy and I went to see the movie, "All The Money In The World". It's the true story depiction of the Getty Oil empire. I'll try not to ruin the movie for you in case you have yet to see it. But, I'm sure you know where…
Retirement Income Planning Workshops
Everything You Need To Know About CPP & OAS: Join us, as Calgary's leading providers of expert advice on government pensions, at this 1. 5 hour workshop on CPP, OAS - how these pensions are calculated, how much you can expect, 10…
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