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Fee-only Retirement Income Planning, Calgary

Fee-Only Retirement Income Planning

***We are still open for business and doing our meetings via Facetime/Skype*** Our mission is to help our clients retire with more confidence and more sustainable income. We are unique in that we customize our service to fit your needs. We work with individuals and couples that are transitioning into retirement and want a plan to know how to draw down income from their multiple assets. The plans we create will help you in 3 ways: 1. The most logical order of taking income. 2. The most tax-efficient manner of taking income. This means less money to CRA and more money for…

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Retirement Income and Investment Advisors, Calgary

Full Planning & Portfolio Management

***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…

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Our Process

***We are still open for business and doing our meetings via Facetime/Skype***   OUR PROCESS   Perhaps you have done well growing your savings by yourself or with the help of an advisor over the years, but you are not confident that you or your advisor have the expertise or willingness to put together a comprehensive retirement income plan that brings all of the pieces together. We are committed to providing you with expert advice and planning; regardless of your level of wealth, so that you can retire with confidence.   Our "Planning First" Philosophy This is the…

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Retirement Income Planning, Calgary

Annuities - The Simplest Retirement Plan

Would you like a simple retirement income plan with no more investment decisions or stock market worries? The research is conclusive: Retirees with guaranteed lifetime income are happier and experience a greater degree of retirement satisfaction because they are not worried about outliving their money. During retirement, you have to de-risk your portfolio and reduce the market exposure of your investments so that you can ensure you do not run out of money. There are all kinds of annuities available, however, you probably have never heard of most of them. For example, Cashable…

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Travel Insurance, Calgary

Resources for Clients

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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Retirement Income Projections, Calgary

Frequently Asked Questions

FAQs 1. Where's your office? We are located at 300, 1210 8th Street SW, Calgary, AB Street parking is available all around our office for a fee. There are even free 2 hour spots along 13th Ave. 2. How long are the meetings? Most meetings are for 1 hour. A plan presentation meeting is 1. 5 hours 3. What are our fees? We determine the cost of our planning service based on the level of complexity. The base price is $750 for a 30-day engagement, which will include up to 3 sessions. Your exact fee will be set and agreed upon at the end of the first meeting…

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