Blogs tagged with "Financial Advisor"

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Retirement Income Planning, Calgary
  • Dec 10, 2019
  • Willis Langford

How to Choose the Right Financial Advisor for Retirement

What is the right type of financial advisor for you?   Most Canadians are leery of financial advisors. You want advice. You know you need some advice, but you don't want to be pitched on a bunch of investments or financial products that you. . .

Retirement Transition, Calgary
  • Feb 03, 2016
  • Willis Langford

Should You Invest In Your RRSP or Your TFSA?

Should you be putting more money into your RRSP or should you contribute to your TFSA (which by-the-way has no deadline)?   Here's a couple of ideas to consider:   1. ) If you have made a significant amount of employment income in. . .

Calgary Retirement Income Planning
  • Dec 10, 2015
  • Willis Langford

Enjoying Financial Freedom In Retirement

You need to define what Financial Freedom means to you. Once it is defined it will probably need to be redefined again and again. Freedom doesn't have to be some far off, never-never land, or a constantly moving target that just seems to get. . .

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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