Who We Work With & How We Help

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Retirement Income Planning, Calgary

Creating A Financial Roadmap For Retirement

Are you a financially successful person age 55+ who wants to retire soon?      Are you feeling frustrated with the lack of advice & planning you are getting from your current advisor?   Want to know how much you can afford to spend to achieve your ideal retirement and not run out later?   We believe that all successful retirements are built on the foundation of an unbiased Retirement Income Plan. Many advisors can manage your money, but not help you get your financial house in order and keep it that way forever.   Our curated planning process will…

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Retirement Income Planning, Calgary

Our Ideal Client Community Profile

All-inclusive Ideal Client Community    We enjoy working with people with whom we have similar values so, we created our exclusive, All-Inclusive Client Community. We value hard work, living life on purpose, being generous with our time and money, spending time with family, travelling, living a healthy lifestyle, and building and preserving generational wealth. With aligned values, we are a community of people with whom we have a mutually respectful and beneficial long-term relationship. This service model is for you if you prefer to delegate the implementation of your plan and the…

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Travel Insurance, Calgary

Resources for Retirees

Just search the web and you will find some horror stories about travel insurance. If you're traveling outside of Canada in the next little while make sure you understand what you have for Travel Insurance. Here's a couple of tips:   1. ) Check your coverage.  If you are depending on the coverage through your Credit Card or group plan at work read the fine print. There are limitations to this coverage, especially with the maximum days per trip you will be covered. 2. ) Make sure you have the Travel Card with you or the policy number along with the 1-800 number so that you…

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