Full Service Planning With Wealth Management

Retirement Income and Investment Advisors, Calgary

***We are open for business and doing our meetings online via FaceTime/Zoom for July***

This service is for you if you are over age 55 and have at least $500,000 of wealth accumulation and you prefer a "hands-off" approach to manage your investment portfolio you desire to hire a professional.  You may have a hodgepodge assortment of investments spread around and no idea of how to put it together into a plan. 

You want to create a comfortable retirement lifestyle with flexibility built-in. We will show you exactly how much income you can generate throughout retirement and the correct order to drawdown from your assets. We'll determine how much money you should have in the 4 retirement buckets (Income, Growth, Health, and Legacy).  

We will also look after the many items that make up a successful retirement income & investment plan. Like, reducing taxes, maximizing government benefits, proper health benefits, long-term care, estate & legal considerations, insurance, and final expenses, to name a few.

Taking the time to work with qualified retirement professionals like us can save you thousands of dollars in lifestyle cash flow and can save you a lot of time and pain from the pitfalls most retirees make. 

If you have over $500,000 of retirement assets and are not confident with your current advisor or call center then consider working with us.  Click here to learn more about this model and our business vision.

How to proceed from here?

Move to the next step now and book a meeting time in our calendar. 

***We are open for business and doing our meetings at the office or via Facetime/Skype***


Willis & Nancy Langford

Retirement Income & Investment Planners

We operate a privately owned and operated firm specializing in fee-only income & investment planning for clients 55+.



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