The best time to plant a tree is 20 years ago. The 2nd best time is....

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Calgary Financial Advisors


The best time to start planning your financial future was 20 years ago. The next best time is TODAY. 

In fact, regardless of what planning you have done so far, there's still more to do. You may not know how long you will be here, but one thing is for certain, you will need money to live here.

Like many others, you've likely put more time into planning your last 2-week vacation than you have on the next 20 years of living. Having a quality financial plan put into action today will lead to many enjoyable vacations for years to come.

You can set up the opportunity for your children or grandchildren to receive a quality education by creating an education fund now. This will also ensure that they will be employable and not be living in your basement when they are 30 years old.

You can establish a retirement fund now so that in 20 years you have more options for where you may live or how long you must work.

Today is a great time to create a fund so that you can start a business or buy that revenue property in Palm Springs.

We live in an older established neighbourhood in Calgary with lots of trees that we enjoy. These trees provide cooling shade in the summer and an excellent wind and snow shield in the winter. We benefit from them today because someone had the foresight to plant them 60 years ago.

What quality planning are you ready to begin today that both you and your loved ones will benefit from now and for years to come?

If you are not sure where to start or the thought of it seems overwhelming let us simplify it for you...

In order to figure out how to get to the desired destination, like when you're at CrossIron Mall and you want to find the food court, you first have to determine where you are currently, and then use the map to decide your route. The same concept can be applied to accomplishing your financial goals - you first must figure out where you are right now, financially. To do this take advantage of our Financial Inventory Service. This is a free service we offer where all you have to do is collect all of your documents, stuff them into a bag or a box, and drop it off to us. We will sort, categorize and organize it all for you. We will then return it to you and include a one-page financial summary. We call this exercise "Getting your Financial House in Order". 

Getting their Financial House in Order has helped our clients in 2 Significant ways and we're sure it'll do the same for you:

#1. It will relieve you of that nagging thought in the back of your mind that you need to deal with this stuff, and

#2. You will discover important documents that may be missing and learn how to replace them or get them put in place if you never had them. 

Want to retire in the next few years? Click here to Book Your $149 Retirement Readiness Assessment

Your Retirement Income Specialists,

Willis & Nancy

Everyone Needs and Deserves a Quality Retirement Income Plan

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Latest Testimonial

Partnering up with Willis & Nancy for our retirement goals has been the best decision we have ever made.

Previous agents or companies only seemed interested in obtaining funds from us with no further support or contact.

Willis & Nancy have worked with us at least twice a year to make sure we are set up for success. They have been able to provide us with a visual picture of where we currently stand financially in order to determine if we are ready to retire or need a few more years. It has alleviated the stress we were feeling about retiring and having no idea of what that would look like.

For the first time, we feel confident that when we make that final decision we will be able to continue on and be financially and mentally prepared.

Deb & Garry

Debbie & Garry
Long-term Clients

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