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Fee-only Retirement Income Planning, Calgary

Fee Only Planning & Advice

  Our mission is to educate and empower our clients to reach their goals and inspire them to live a life of meaning and purpose. We are unique in that we customize our service to fit your needs. Some people need help with a specific problem or question, like dealing with a severance package or divorce. Some people want a retirement transition plan that outlines the order to take their income from their various sources in the most tax-efficient manner and they want to know a sustainable amount of income to take each year so they don't have to worry about running out of money. Some…

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Retirement Income and Investment Advisors, Calgary

Planning & Portfolio Management

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 can provide predictable and sustainable income for life. You can limit market…

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Our Process

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 stage of life when you need to meet with an expert who specializes in retirement INCOME…

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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 have 2 main tiers for our fee-only plans. Clients with less than $1 Million of assets and less than 8 sources of income have a range between $600-$1200. Clients with more than $1 Million in household assets and more than 8 sources of income…

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