The best time to plant a tree is 20 years ago. The 2nd best time is....

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Calgary Financial Advisors

TODAY!

The best time to start planning your financial future was 20 years ago. The next best time is TODAY. 

In fact, regardless of what planning you have done so far, there's still more to do. You may not know how long you will be here, but one thing is for certain, you will need money to live here.

Like many others, you've likely put more time into planning your last 2-week vacation than you have on the next 20 years of living. Having a quality financial plan put into action today will lead to many enjoyable vacations for years to come.

You can set up the opportunity for your children or grandchildren to receive a quality education by creating an education fund now. This will also ensure that they will be employable and not be living in your basement when they are 30 years old.

You can establish a retirement fund now so that in 20 years you have more options for where you may live or how long you must work.

Today is a great time to create a fund so that you can start a business or buy that revenue property in Palm Springs.

We live in an older established neighbourhood in Calgary with lots of trees that we enjoy. These trees provide cooling shade in the summer and an excellent wind and snow shield in the winter. We benefit from them today because someone had the foresight to plant them 60 years ago.

What quality planning are you ready to begin today that both you and your loved ones will benefit from now and for years to come?

If you are not sure where to start or the thought of it seems overwhelming let us simplify it for you...

In order to figure out how to get to the desired destination, like when you're at CrossIron Mall and you want to find the food court, you first have to determine where you are currently, and then use the map to decide your route. The same concept can be applied to accomplishing your financial goals - you first must figure out where you are right now, financially. To do this take advantage of our Financial Inventory Service. This is a free service we offer where all you have to do is collect all of your documents, stuff them into a bag or a box, and drop it off to us. We will sort, categorize and organize it all for you. We will then return it to you and include a one-page financial summary. We call this exercise "Getting your Financial House in Order". 

Getting their Financial House in Order has helped our clients in 2 Significant ways and we're sure it'll do the same for you:

#1. It will relieve you of that nagging thought in the back of your mind that you need to deal with this stuff, and

#2. You will discover important documents that may be missing and learn how to replace them or get them put in place if you never had them. 

Want to retire in the next few years? Click here to Book Your $149 Retirement Readiness Assessment

Your Retirement Income Specialists,

Willis & Nancy

Everyone Needs and Deserves a Quality Retirement Income Plan


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Latest Testimonial

My wife and I realized a long time ago the value of a financial planner over just a bank representative. We just felt like a number to the banks as every year it seemed we saw a different adviser with a different view. But finding a trusted, knowledgeable and personable financial planner took a lot of time and effort. It just seemed, so many large corporate Financial Planners were more concerned about what they could make off of us rather than what they could make for us.
What we wanted, was not just reasonable returns now, but good personal advice in our preparation for retirement and what happens when retirement actually arrives. We wanted someone who would be walking with us, guiding us on our way to retirement.
From the first time, we found the web site for Langford Financial Inc, we could see the knowledge of Willis and Nancy and a real effort to educate and pass on their knowledge through seminars, workshops and their personal service. Once I reached out through their web site for more information, Willis was quick to respond, offering and giving whatever information I was looking for and never was there pressure to commit to anything.
The feeling of comfort and ease when talking with Willis was inviting enough for us to want to meet with Willis and Nancy, just to see firsthand if there was a connection and what working with them would look like.
And when we did meet for the first time, that feeling of comfort and ease was very evident. It was a unique experience for us to be able to sit down and get to know a financial planner (or a team of both Willis and Nancy) and not have any sales pressure on us. Just getting to know Willis and Nancy was important for us. We needed to be comfortable with them and see their competence in the business, and it was obvious that Willis and Nancy wanted to know us better so they could know how best to help us.
Once we decided to move our accounts over to Langford Financial, we found their process was comforting and refreshing as Willis and Nancy first worked at evaluating our complete situation. They dug down to get a complete picture of where we were at, where we wanted to be and how to get there. This took some reflection on our part but once we saw how they put it all together in our “Financial House In Order” binder, we were confident we made the right decision to go with Langford Financial.
Since the time we started working with Willis and Nancy I have attended many of their seminars and can say the information they have been teaching has been amazing. Always relevant, and consistent with their desire to help those coming up to retirement, and covering so many different situations as everyone has a different life situation. I know more than one of the tax-saving strategies they taught at their seminars will work for my wife and I, so we are very happy about that.
We would definitely recommend Langford Financial, not just for all your retirement planning needs, but they have great ideas on savings for your grandchildren too!
Paul and Elaine Radder

Paul & Elaine Radder
Long-term Clients

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