All-Inclusive Retirement Program for Clients 55+

Retirement Income Planning, Calgary

All-Inclusive Retirement Program for Clients 55+

 

This service is for clients who want to simplify their finances, get and stay organized, follow a properly laid out plan, enjoy their retirement savings, and prefer to delegate the implementation of their retirement plan, investment management, and tax planning to a professional team of advisors for ongoing advice, planning, and execution.

 

Who is this for?

  • You have an advisor who doesn't provide any planning or advice - yet you are paying for it.
  • You don't have an advisor and your investments are all over the place.
  • You don't want to manage your investments by yourself during the decumulation phase.
  • You are at the bank and every time you go in there's a new person.
  • You want one team that you can depend on who is consistently available to help.
  • You want your finances simple and straightforward so you can focus on enjoying life, not worrying about the markets or the economy.
  • Your portfolio is over $500,000.

 

Our value promise is to ensure you get and keep your financial house in order forever. This is for you if you want to simplify & consolidate all of your investments in one place so that you are free to focus on living your ideal lifestyle confidently and with peace of mind, regardless of what's happening in the markets or the economy.

 

We enjoy working with people with whom we have similar values, so we created our exclusive, All-Inclusive Program. You value hard work, living life on purpose, being generous with your time and money, spending time with family, travelling, living a healthy lifestyle, and preserving generational wealth.

 

With aligned values, we continue to build a community of people with whom we have a mutually respectful and beneficial long-term relationship. Here's what we do for our clients:

  • We get and keep your financial house in order. The first thing we do is build a comprehensive retirement income, investment, tax, insurance, and estate plan that will act as a roadmap for your retirement. This will include a sustainable income to take each year, where to draw the income from in the most tax-efficient manner, the proper asset allocation for investments, risk analysis and the right types of insurance you will need, and an estate plan to ensure a simple transfer of wealth at the end of your life. 
  • We meet 3 times per year to implement strategic income, investment, and tax planning, prepare income tax returns, ensure your getting your maximum government/pension benefits, identify risks review insurances, determine income needs for the next year and rebalance your investment portfolio.
  • We are always a phone call or email away and respond quickly to all our client's inquiries. We all know this is next to impossible to find at any financial institution anymore. You'll only have to deal with us moving forward and not wait on hold for hours. 

 

"Money is simply a tool that enables us to reach our goals 

and live a life that inspires us and others." 

If this is the type of life that you would like to create for your future then book an appointment and we'll help you create your financial roadmap, gain clarity around your goals & values and get your financial house in order so you can move into your ideal lifestyle sooner.

 

As independent advisors, we have access to numerous investment options that will meet your income and growth needs. (This is a flat-fee-based service.) Book an introductory meeting to meet with us. At this meeting, we will review your situation, explain our All-inclusive Program, and determine the next steps moving forward. There is no cost for this initial consultation. 

We charge an upfront fee to complete your comprehensive plan and if you choose the All-Inclusive service, a portion of the fee is refunded to cover transfers and other related costs. The upfront fee range is $2000-$4000 for singles and $3000 - $5000 for couples, depending on complexity. 

"Money is simply a tool that enables us to reach our goals 

and live a life that inspires us and others." 

 

 

Testimonials From Existing Clients

"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 of time and effort. It just seemed, so many large corporate Financial Planners were more concerned about what they could make off of us rather than what they could make for us.
What we wanted, was not just reasonable returns now, but good personal advice in our preparation for retirement and what happens when retirement actually arrives. We wanted someone who would be walking with us, guiding us on our way to retirement.
From the first time, we found the website for Langford Financial Inc, we could see the knowledge of Willis and Nancy and a real effort to educate and pass on their knowledge through seminars, workshops, and their personal service. Once I reached out through their website for more information, Willis was quick to respond, offering and giving whatever information I was looking for, and never was there pressure to commit to anything.
The feeling of comfort and ease when talking with Willis was inviting enough for us to want to meet with Willis and Nancy, just to see firsthand if there was a connection and what working with them would look like.
And when we did meet for the first time, that feeling of comfort and ease was very evident. It was a unique experience for us to be able to sit down and get to know a financial planner (or a team of both Willis and Nancy) and not have any sales pressure on us. Just getting to know Willis and Nancy was important for us. We needed to be comfortable with them and see their competence in the business, and it was obvious that Willis and Nancy wanted to know us better so they could know how best to help us.
Once we decided to move our accounts over to Langford Financial, we found their process was comforting and refreshing as Willis and Nancy first worked at evaluating our complete situation. They dug down to get a complete picture of where we were at, where we wanted to be and how to get there. This took some reflection on our part but once we saw how they put it all together in our “Financial House In Order” binder, we were confident we made the right decision to go with Langford Financial.
Since the time we started working with Willis and Nancy I have attended many of their seminars and can say the information they have been teaching has been amazing. Always relevant, and consistent with their desire to help those coming up to retirement, and covering so many different situations as everyone has a different life situation. I know more than one of the tax-saving strategies they taught at their seminars will work for my wife and me, so we are very happy about that.
We would definitely recommend Langford Financial, not just for all your retirement planning needs, but they have great ideas on savings for your grandchildren too!"

~ Paul and Elaine Radder - Clients Since 2016

 

"We were long-time customers of our bank, but as we approached retirement we were being let down with a lack of support and changeover of personnel. We switched over to Langford Financial recently and have been very pleased with the financial advice and retirement planning provided. Both my wife and now understand our long-term plans, and how we will provide for our needs in retirement."

~ Clinton & Betty Ann Domansky - Clients since 2021

 

"I wouldn't want to go anywhere else but to Langford Financial Inc.
This team has been looking after me for 5 years and has always treated me with respect and care.
My investments are doing well and I know that Langford Financial Inc. really cares about my retirement strategies.
They are always a phone call or an email away." ~
Jean Cousins - Client since 2015

 

"My husband and I researched online first and then interviewed 3 different Retirement specialists to help us transition into retirement so we can live comfortably through our golden and olden years. It has been about a year now and we could not have made a better decision. We appreciate all the advice they have given us not only for our retirement but also on a personal level. Nancy and Willis truly care about our future.!" ~ Susan & Paul Ladouceur - Clients since 2021

"The Langfords have guided me through building a financial portfolio that I never thought I could and beginning to feel Iike l will achieve my retirement goals. Thanks for taking the time to work me through stuff as much as needed and always picking my calls to answer my numerous questions." ~ Grace Otoikhine - Client since 2015

Click here to check out more Google reviews.

 

Retirement Income, Investment & Tax Planning For Clients 55+,

Willis J Langford BA, MA, CFP

 Certified Financial Planner® 

Nancy Langford

Certificate in Retirement Strategies

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