Retirement Income & Investment Advisors, Calgary

Calgary's Retirement Income & Investment Specialists

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

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. 

 

Twenty years later we are now empty nesters and managing our own retirement income & investment planning practice helping our clients transition into their ideal retirement lifestyle with a focus on maximizing income, minimizing taxes and living on purpose. As a couple on a similar journey, it helps us identify with the challenges and thrills of retirement. We may not have the brand power of the big banks, but more importantly, we have the brain power!


You can do what we have done and achieve your ideal lifestyle sooner! It starts with a conversation and ends with a plan.

 

Nancy has been in Financial Services for more than 16 years and has worked with 3 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 has a Level 1 Certificate in Financial Planning with Financial Planning Standards Council. Both 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, marketing, and business building. 

 

What's unique about our process is that we show you how to think outside your portfolio and implement retirement income & investment strategies to save you tax and ensure you do not outlive your money. 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 and retire happy.

 

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
  • A thoughtful, respectful environment
  • Honesty and transparency in regards to investment philosophy and fees
  • We are compensated on a trailer basis ranging from .4 - .85% of assets under management.
  • We mainly work with clients that are over 55 and looking for retirement income & investment planning
  • We also work with young families who want to get their financial house in order
  • Educational resources such as blogs, newsletters, and seminars
  • Easy going, fun, relaxed atmosphere, but professional
  • Unique solutions to your complex problems
  • Care and concern 

What we expect from you:

  • Mutual respect
  • Return our calls and provide us with up to date information
  • A desire and commitment to get your financial house in order and want to work with an advisor. We are not the place for do-it-yourselfers.
  • Take action on our recommendations
  • Attend an annual review meeting
  • Have at least $100,000 of investible assets if you are over age 55 (no minimum if you are under 55)

       

We are a husband/wife team. The only corporate objectives we have is our own. No outside company has any stake in our business. We are passionate about managing money wisely and achieving financial security.  Money shouldn't be a source of stress, but rather a tool for enjoyment, 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 and help other people create a worry-free retirement with guaranteed lifetime income.

 
 
 
The best way to engage with us is to book an appointment. Click Here to book.

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