• Retirement Income Planning

    For Those 55+

  • Retirement Income Planning

    For Those 55+

Retirement Income Planning, Calgary

3 Best Rated

Life is short. Retire. Be happy.

On a scale of 1-10 how would you rate your financial house being in total order & your readiness to transition into retirement? Our job is to make it a 10. We are a husband and wife team and we work exclusively with those age 55+ who want to retire within the next 2 years with a proper plan and start enjoying the next phase of life.

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Who We Work With & How We Help

Retirement Income Planning, Calgary

Fee Only Retirement Income Planning

Are you a financially successful professional over age 55 and planning to retire within the next 24 months?      Are you ready to enjoy the wealth your hard work has created?    Want to know how much you can spend in  retirement and not run out later?    Would you like to ensure your entire financial affairs are in perfect order?   Are you frustrated with the lack of advice & planning you are getting from your current advisor or bank?   Your successful retirement transition is built on the foundation of an unbiased Retirement Income Plan from…

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Retirement Income Planning, Calgary

All-Inclusive Retirement Income & Investment Program

All-Inclusive Retirement Income & Investment Program for Clients 55+   This is our full-service Investment Management Combined with Ongoing Retirement Income Planning. This is for you if you prefer to work with a professional to: simplify your finances stay organized follow a properly laid out plan that is recalibrated annually or as life changes occur enjoy your retirement savings always knowing what your income will be each year delegate the implementation of your retirement plan, investment management, and tax planning to a team of professionals for ongoing advice and…

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Your Advisors for Retirement Income, Investment and Tax Planning

I contacted Langford Financial to see if they could help me with specific questions on retirement & estate planning, efficient tax strategies, CPP and OAS benefits, and income drawdown strategies. I was very nervous at first about whether they would be a good fit for my needs, but my concerns were… Read More

I contacted Langford Financial to see if they could help me with specific questions on retirement & estate planning, efficient tax strategies, CPP and OAS benefits, and. . . Read More

Naila Jinnah

Fee-Only Planning Client

My wife and I realized a long time ago the value of a financial planner over just a bank representative. We just felt like a number to the banks as every year it seemed we saw a different adviser with a different view. But finding a trusted, knowledgeable and personable financial planner took a lot… Read More

My wife and I realized a long time ago the value of a financial planner over just a bank representative. We just felt like a number to the banks as every year it seemed we. . . Read More

Paul & Elaine Radder

Long-term Clients

We contacted Willis and Nancy for advice about our retirement planning. We were looking for answers to specific questions regarding when was the best time to take our CPP and OAS and in what order to draw down assets. Willis was able to answer these questions and provide us with an overall strategy… Read More

We contacted Willis and Nancy for advice about our retirement planning. We were looking for answers to specific questions regarding when was the best time to take our CPP and. . . Read More

Marcel & Lori Durand

Recent Fee-Only Client

I sought out a fee-only retirement income planner in the summer of 2018 as we were both retiring at the end of 2018. I wanted to validate our pension strategy related to tax brackets and tax credits. The process was smooth - Willis is very knowledgeable and has recently passed his certified… Read More

I sought out a fee-only retirement income planner in the summer of 2018 as we were both retiring at the end of 2018. I wanted to validate our pension strategy related to tax. . . Read More

John & Shirley Hodge

Recent Client

We met Willis and Nancy at the seminar they hold several times a year. Our son recommended we attend to get a better idea about our investments as he thought we were not getting proper service from one of the big banks and we had recently retired. We were so very impressed with their presentation… Read More

We met Willis and Nancy at the seminar they hold several times a year. Our son recommended we attend to get a better idea about our investments as he thought we were not. . . Read More

Cindy and John

Clients since 2019

Willis and Nancy are amazing. I am near retiring totally and they advised me what to do to help me be financially set. I was late in starting my financial plan but they helped me to see that I was going to be okay.   They are so knowledgeable about what is going on in the world financially… Read More

Willis and Nancy are amazing. I am near retiring totally and they advised me what to do to help me be financially set. I was late in starting my financial plan but they. . . Read More

Catherine Moon

Client

"Hi, I wanted to send you a note to say that I just read the Jan 17 newsletter that you sent out. It is the first financial letter that I have ever read and fully understood. I've always left investment info to Gord. I really enjoyed it, and look forward to next month's letter. " Jean… Read More

"Hi, I wanted to send you a note to say that I just read the Jan 17 newsletter that you sent out. It is the first financial letter that I have ever read and fully. . . Read More

Jean Cousins

Full Service Client

Thorough, Reliable and true to their word. Working with Willis and Nancy is easy and even when having difficult conversations. They present the facts in a way that both my wife and I could understand.

Thorough, Reliable and true to their word. Working with Willis and Nancy is easy and even when having difficult conversations. They present the facts in a way that both my. . . Read More

Simon and Jilene Sauve

Full-Service Client

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