Portfolio Between $500,000 - $1,000,000

Retirement Income and Investment Advisors, Calgary

Most Canadians going into retirement have no plan. They have a hodgepodge assortment of investments and a foggy idea of how to put it all together. The majority of financial advisors at the big firms only take clients with large accounts of $1,000,000 or more and only focus on investments that are 100% exposed to the stock markets.

With close to a million dollars of assets, you'll have more options than most people and can 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 have a little more market exposure and place your assets into 4 buckets. (Income, Growth, Health, and Legacy) 

If you have the misfortune and working with your local bank or their 1-800 number, you will have a revolving office of young advisers more interested in getting you another credit card or overdraft protection than giving your proper financial planning and advice.

There are many items that make up a successful retirement income plan. Like, reducing taxes, maximizing government benefits, proper health benefits, long-term care, estate & legacy considerations, insurance, and final expenses, to name a few.

Having a multitude of financial products spread over a dozen companies is no way to prepare for the second half of your life. That's why we create customized plans that work like a set of blueprints so you can then decide what investments you need to reach your goals and bring it all together in a plan that gives you the best possible outcome with investments that can produce predictable, tax-efficient income for life with less exposure to market fluctuations.

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 an inexperienced bank staff at the end of a 1-800 number consider working with us.

There are two ways you can proceed from here.

1. Attend one of our simplified retirement income planning seminars to meet us and learn more about our process, or

2. Move to the next step now and book a meeting time in our calendar and complete the intake form for your first visit. 

 

Willis & Nancy Langford

Retirement Income & Investment Advisors

Langford Financial Inc is a private practice specializing in tax-efficient retirement income planning for everyday people. Our specialty is investments that produce income for life. 

587-755-0159

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