Retirement Income Planning, Calgary

Calgary's Fee Only Retirement Income Planners

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Your Advisors for Creating a Worry-free Retirement With The Most Tax-efficient Income!

In the Spring of 1998, we arrived in Calgary with little more than what we could fit in our car and a few items we had shipped. We rented a small house on the old military base at Glenmore and Crowchild SW. - one of those houses that kind of looked like a dog house on steroids. 


Twenty-three years later we are now empty nesters and managing our own retirement income & investment planning practice helping our clients transition into their ideal retirement lifestyle with a focus on maximizing income, minimizing taxes, and living life with purpose.


We may not have the brand power of the big banks, but more importantly, we have the brainpower!



Nancy has been in Financial Services since 2003 and has worked with 3 large Advisory Teams at Bank-owned firms. She has extensive experience working with High Net Worth Families. Along with numerous courses on finance, Nancy has a Certificate in Retirement Strategy and is a Certified Cashflow Specialists.


Willis has built 2 successful businesses, one in Residential Painting/Renovation Services and the other in the Residential Rental Market. Willis also served in Pastoral Ministry from 1992-2012. He started Langford Financial Inc. in 2014 and Nancy joined him in the Spring of 2015. Willis has an MA in Management and has the prestigious Certified Financial Planning designation (CFP). Both are licensed insurance advisors with the Alberta Insurance Council. 


Together, we form a dynamic team. Nancy has extensive experience in running the day to day business transactions, insurance, and processes. Willis focuses on financial planning, marketing, and writing. 


What's unique about our process is that we show you how to think outside your portfolio and implement retirement income & investment strategies to save you tax and ensure you do not outlive your money. We also place a high value on living with purpose and that money must have a greater purpose than just buying stuff for ourselves. We are committed to helping our clients reach their financial goals and retire confidently.


Here's what you can expect from us:

  • If you call you can always talk with one of us
  • We get back to you within 24 hours
  • A thoughtful, respectful environment
  • Honesty and transparency in regards to investment philosophy and fees
  • We are compensated on a fee-based model with a % of assets under management for investment clients, or
  • A flat-fee basis for planning clients
  • We mainly work with clients that are over 55 and looking for retirement income & investment planning
  • We will work with younger families who are serious about sticking to a plan
  • Educational resources such as blogs, newsletters, and seminars
  • Unique solutions to your complex problems
  • Care and concern 

What we expect from you:

  • Mutual respect
  • Return our calls and provide us with up to date information
  • A desire and commitment to get your financial house in order and want to work with an advisor
  • Take action on our recommendations
  • Meet with us at least once each year    

We are a husband/wife team. The only corporate objectives we have are our own. No outside company has any stake in our business. We are passionate about managing money wisely and achieving financial security.  


Money shouldn't be a source of stress. It should be a tool for enjoyment, enabling you to have what you need and want; empowering you to help others. The Financial Freedom we achieved in our early 40's has allowed us to focus on doing the things we love to do - which is to support our charities, travel and help other people retire confidently with purpose and peace of mind.

The best way to engage with us is to book an appointment. Click Here to book.




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