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Langford Financial Inc.
Accompagner les Calgariens vers une retraite sécurisée grâce à une planification financière et fiscale personnalisée.
4.4(5 avis)
Comptable
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Accompagner les Calgariens vers une retraite sécurisée grâce à une planification financière et fiscale personnalisée.
Langford Financial Inc. est un cabinet de planification financière de confiance à Calgary, spécialisé dans la planification de la retraite et la fiscalité pour les particuliers approchant de la retraite ou déjà à la retraite. L'équipe, dirigée par Willis et Nancy Langford, propose des services complets, y compris la gestion des placements, l'éducation financière par le biais de séminaires et des stratégies personnalisées pour aider les clients à atteindre la tranquillité d'esprit. En mettant l'accent sur le développement de relations à long terme, ils fournissent des plans financiers détaillés et un soutien réactif pour aider les clients à atteindre leurs objectifs.
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Plans de retraite complets, comprenant des stratégies de revenu, la fixation d'objectifs et une analyse de la sécurité financière à long terme.
Gestion d'investissements personnalisée et supervision du portefeuille pour aligner vos objectifs de retraite et financiers.
Planification fiscale stratégique pour maximiser les crédits d'impôt, les déductions et les économies pendant la retraite.
Ateliers et séminaires réguliers sur la planification de la retraite, les stratégies fiscales et l'éducation financière.
Consultations individuelles pour évaluer votre situation financière et élaborer des plans d'action personnalisés.
This company seems to work for most people. We met their criteria of being 55 with 2 million personally invested, but they really did not seem to want to work with us. They passed us around and had a very structured system of what they would do for us. We found someone else more flexible and interested in our business. EDIT: Surprisingly, my full legal name is not “Bob”, so why would you be so confident you did not deal with me. Then I am fake because when you click on my profile it says, “This person has chosen not to show their other reviews on their profile”. I like most users, don’t share my profile with the entire world. All I said in my review was it didn’t work out for us and I found someone that it did. Like Hervin’s YouTube channel, sometimes things don’t work out. You don’t have to be arrogant about it.
Our experience with Kenneth Doll of Langford Financial was excellent. Our financial plan was extensive and exceeded our expectations. Ken was responsive to all of our many questions and clearly laid out the path to our imminent retirement in a straightforward but detailed way in order for us to meet our goals over the next 30 years. We highly recommend him and Langford Financial and look forward to our continued relationship .
Contacting Langford Financial was a great decision. Although we were managing our money well, it was nice to meet Willis and have the reassurance that we needed to now retire with a plan in place and with peace of mind. There were so many things I didn't understand about investing and Willis took the time to explain things clearly. I would highly recommend!
If you are nearing retirement, newly retired, or well into that stage of life and need some honest, reliable financial advice and tax planning services, I highly recommend Willis and Nancy Langford at Langford Financial. I have been working with them since the fall of 2020 and am really happy I made the switch. I needed much better advice than I was getting from my new bank rep as I was actively preparing for retirement. I found Langford Financial online and booked a review meeting. I was happy that I was sent a complete list of all the information that would be needed prior to my initial meeting so I arrived prepared. From that initial meeting, I decided to have Willis prepare a retirement plan for me. After we reviewed everything he had prepared, I felt much more confident in what was to come financially during retirement and how I could manage it. That's when I decided to transfer my investment portfolio from my bank to Langford Financial so they could manage it with and for me. I felt they really had my best interests at heart. It was a pleasant surprise that their approach combined both income planning for retirement and tax planning for both the immediate future and well into retirement. This has proven to be very helpful as it has ended up saving me a lot of money (a lot!) by using credits that had been missed by the company I previously used to prepare my taxes. I really like working with Willis and Nancy. They are very quick to answer any questions I have and can accommodate virtual or in-person meetings based on what is needed. They also produce a regular newsletter that I really enjoy. It has lots of tips in it and some very good in-depth information that helps me make better decisions---or at least ask better questions! Moving to Langford Financial was a great decision for me. It has lead to better financial planning and decision-making and much greater peace of mind for me at this time of life.
What we wanted in a Financial Planner, was not just reasonable returns now, but good personal advice in our preparation for our 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 web site 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 web site 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 situation as everyone has a different life situation. I know more than one of the tax saving strategies they taught at their seminar’s will work for my wife and I, 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
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