Need Some Financial Advice? - Talk To An Expert

Retirement Income Planning, Calgary

Talk To An Expert

 

This service is for you if you have a specific question about your financial situation that you would like to discuss with a Retirement Income Planning Expert.

The cost is $125 for 30 minutes - You can select a phone call or a Zoom meeting.

Review your current plan, a second opinion of your portfolio, government benefits, work pension, RRSP to RRIF conversion, LIRAs & LIFs, unlocking a LIRA, retiring outside Canada, returning to Canada, or a tax question.

Check out this comprehensive checklist of questions we can answer.

 

Book Here

 

 


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Latest Testimonial

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 quickly put to rest and Willis and his team made me feel at ease right from the very first meeting.

They are very easy to work with, are very knowledgeable and resourceful, are able to break down complex matters into an easy-to-understand manner, and are always quick to respond to any questions. They reviewed my situation and were able to tailor a plan to fit my specific needs, to my complete satisfaction.

The plan included amongst other things, the best way to utilize efficient income tax strategies. helped me to understand the correct drawdown of assets which would result in larger savings, and provided guidance on insurance products and efficient estate planning.

As a result, I have a much clearer picture of my financial situation now and feel very confident and satisfied with the plan that they have proposed for me, going forward. What I appreciated the most about Willis and his team was that, in addition to their friendly, personable and professional approach, at no time was there ever any pressure to purchase any products.


I am very happy with the service I received from Willis and his team and would recommend Langford Financial to anyone looking for advice on their retirement planning needs. You will not be disappointed!

Naila Jinnah

Naila Jinnah
Fee-Only Planning Client

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