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Retirement Income Planning, Calgary

Creating Your Financial Roadmap For Retirement

Are you a financially successful person age 55+ who wants to retire soon?      Are you 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 enjoy your ideal retirement and not run out later?   Your successful retirement is built on the foundation of an unbiased Retirement Income Plan. As you transition into retirement, your confidence level needs to be a 10, with your total financial house in order, goals mapped out, and ready to enjoy your ideal lifestyle.   Our…

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Retirement Income Planning, Calgary

Our Ideal Client Community

Here's what is important to us Being there for Family       Visits with our Parents    Giving Back To The Community           Going on Adventures Around the World        Regular visits to Scottsdale, AZ & Mazatlan, Mx           Camping in Alberta and BC       Fun on the water in Idaho, Washington, Montana and the Caribbean    Adventures With Our Friends      "Money is simply a tool that enables us to reach our goals and live a life that inspires us"  If this is…

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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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