Full Service Planning With Investment Management

Retirement Income and Investment Advisors, Calgary

***We are open for business as usual and are conducting our meetings in the office or online via FaceTime/Zoom***

 

This service is for you if you are over age 55 and have at least $500,000 of retirement savings. If you prefer a "hands-off" approach with your investment portfolio and would rather work with a professional then this service is for you. You may have a hodgepodge assortment of investments spread around without any idea of how to put it together into an actual plan and 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 savings and government pensions. 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+.

587-755-0159

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