Fee Only Planning & Advice

Fee for Service Planning

The main reason I got into this business was to help people make better financial decisions. I strongly believe that the reason people make so many bad decisions with their money is that they are ill-informed from financial salespeople who are only interested in making a sale and a commission and do not take the time to understand a client's entire financial situation. The loser is the consumer and I want to help as many Canadians as possible retire with confidence and I am committed to providing affordable, expert and objective advice to everyone - regardless of their level of wealth. Our fees are reasonable and you will never be pressured to buy anything.

If you would like to receive expert financial advice without any sales pressure:

Option 1: By the Hour

If you would like advice and planning with any area of your finances and are looking for objective, expert advice you can meet with me on an hourly basis for $150 + GST/hour either in person or via Skype/FaceTime. Click here to Book a 1-hour meeting. 

Option 2: Retirement Transition

If you are planning to retire within 5 years or less, you likely have questions about government benefits, TFSAs, RRSPs, and RRIFs and when you should take income and from where. This package enables you to spend 1 -2 hours with us and we'll review your situation and answer your questions. At the end of our time together, if you require more time or would like to see specific retirement projections based on your situation I can give you an estimate at that time based on the complexity of your circumstances. Book a 2-hour session for $300 + GST.

Option 3: Severance Package

If you have been given notice that your employment is being terminated and you have been given a package to decide on we can review your documents and provide advice on the best way to deal with your lump sum payment. There are tax-consequences and several options for you to choose from. These decisions are different for each person and your buddies are not the ones you should be getting advice from. A flat fee of $450 + GST. Book here.

 

Option 4: Comprehensive Financial Plan

Regardless of what stage of life you are in, you would just like to have a plan that you can follow that will ensure you reach your goals or desired retirement date. You have specific goals that you would like to achieve and you are prepared to make the sacrifices to achieve those goals. You want to be debt-free, have education savings for your children, buy a business, travel, invest in real estate and save for retirement. The cost of comprehensive planning will be a little different for each person, based on the level of complexity. It would be best to contact me directly so that I can give you a more detailed price. The starting price is $300 + GST. Book Here.

If you are nearly retired or newly retired and you have many questions and would like to talk to us to discuss your retirement income planning needs and options you can book a complimentary meeting and we will discuss your unique situation and determine how we can best help you. Don't retire until you meet with us and get expert analysis of your situation so that you can avoid costly mistakes. Book a Complimentary Meeting here! or call us at 587-755-0159.

Retirement Income Planning Advisors

Willis J Langford BA, MA, CFP

Nancy Langford CRS

 

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