Full Planning & Portfolio Management

Retirement Income and Investment Advisors, Calgary

***We are still open for business and doing our meetings via Facetime/Skype***

This service is for anyone who prefers a "hands-off" approach to managing their investment portfolio and desires to hire a professional.  You may have a hodgepodge assortment of investments and a foggy idea of how to put it all together. 

Regardless of the size of your retirement nest egg, you want to know your options and create a comfortable retirement lifestyle with flexibility built-in. Your plan base needs to be filled with some guaranteed sources of income from government benefits and investments that can provide predictable and sustainable income for life. You can limit market exposure and place your assets into 4 buckets. (Income, Growth, Health, and Legacy) 

There are 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 don't have enough money to go to the big firms, but too much to be left in the care of inexperienced advisor or call center then consider working with us. You'll get excellent portfolio management as well as comprehensive ongoing planning.

How to proceed from here?

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

***We are still open for business and doing our meetings via Facetime/Skype***


Willis & Nancy Langford

Retirement Income & Investment Planners

We operate a private practice specializing in tax-efficient, sustainable retirement income for everyday people. 



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