Creating Your Retirement Roadmap

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Quality Retirement Planning, Calgary

Retirement Advisors

Wouldn't it be nice to know that you are in control of your finances and that you have a plan in place to retire on your terms?   It's all about understanding your Values and Goals  & Creating and Implementing a Quality Retirement Plan with Continued Progress Updates to stay on track. Our planning is designed for clients age 55+ with at least $250,000 in household investable assets and looking to retire in the next few years.   Step 1 Introductory Call. Book a 15-minute call so that we can get to know each other and see if our values align and if we are a good…

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Retirement Income Planning, Calgary

Guaranteed Lifetime Income

Do you want to have an absolute, positive guarantee that you'll never be poor?   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. Check out: Annuities & Retirement Happiness   How we HELP you Create Guaranteed, Predictable & Tax-efficient Lifetime Income: Ensure that you are getting everything you are entitled to from CPP & OAS pension benefits Create additional sources of Guaranteed Income from your…

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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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