Retirement Income Planning, Calgary

Calgary's Retirement Income Specialists

  • Home
  • Retirement Income Planning, Calgary

Your Trusted Advisors for Creating a Worry-free Retirement With Guaranteed Lifetime Income!

In the Spring of 1998, we arrived in Calgary with little more than what we could fit in our car and a few items we had shipped. We rented a small house on the old military base at Glenmore and Crowchild SW. - one of those houses that kind of looked like a dog house on steroids. 

 

Within 16 years we were managing a significant portfolio of personal assets and found ourselves in a semi-retirement phase. 

 

As empty nesters and we are now creating our ideal work/life balance by managing our own portfolio of real estate and investments along with helping our clients transition into their ideal retirement lifestyle with a focus on maximizing retirement income, minimizing taxes and living on purpose. As a couple on a similar journey, it helps us identify with the challenges and thrills of early retirement.


You can do what we have done and achieve financial independence sooner! It starts with a conversation and ends with a plan.

 

Nancy has been in Financial Services for more than 14 years and has worked with 3 very large Advisory Teams at Bank-owned firms. She has extensive experience working with High Net Worth Families. Along with numerous courses on finance, Nancy has a Certificate in Retirement Strategy and is a Certified Cashflow Specialists.

 

Willis has built 2 successful businesses, one in Residential Painting/Renovation Services and the other in the Residential Rental Market. Willis also served in Pastoral Ministry from 1992-2012. He started Langford Financial Inc. in 2014 and Nancy joined him in the Spring of 2015. Willis has an MA in Management and is Cashflow Specialists as well. Both are members of Advocis - the professional membership association of financial advisors in Canada. Willis has completed the FPSC level 1 certificant in financial planning. We are licensed insurance agents with the Alberta Insurance Council. 

 

Together, we form a dynamic team. Nancy has extensive experience in running the day to day business transactions and processes and Willis does the financial planning, sales and marketing and client acquisition/relationship building. 

 

What's unique about our process is that we work with any 'soon to be retiree' to help them overcome the obstacles to enjoying a worry-free ideal retirement lifestyle. We also place a high value on living on purpose and that money must have a greater purpose than just buying stuff for ourselves. We are committed to helping our clients reach their financial goals.

 

Here's what you can expect from us:

  • If you call you can always talk with one of us
  • We get back to you, usually the same day
  • Thoughtful, respectful environment
  • Honesty and transparency in regards to investment philosophy and fees
  • No sales pressure ever
  • Educational resources such as blogs, newsletters, and workshops
  • Easy going, fun, relaxed atmosphere, but very professional
  • Unique solutions to your complex problems
  • Care and concern 

       

We are passionate about managing money wisely and achieving financial security.  Money shouldn't be a source of stress, but rather a tool for fulfillment, enabling you to have what you need and desire and to help others. The Financial Freedom we achieved in our early 40's has allowed us to focus on doing the things we love to do - which is to support our charities, travel to Montana and help other people create a worry-free retirement with guaranteed lifetime income.

 
 
 
The best way to engage with us is to come in for a Meeting. Click Here to book now.
 
Attend one of our free Community Workshops
on Retirement Income Planning - Click here to register!
 
 

 

SaveSave

SaveSave

SaveSave

Contact Us

Questions? Comments? Call us today at 587-755-0159 or fill out the form below:

Have Questions? Call Us Today At

Call Us

Join Our Newsletter



Subscribe