Langford Financial Inc. - Calgary, Alberta

Nancy M.

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!

Marilyn F.

It was a pleasure to work with Ken Doll as a financial planner. It was money well spent to see how our investing over the years translated into a retirement plan. It gave me the confidence to give my retirement notice. He responded to all our questions and explained everything to our satisfaction. He revised the plan several times until we were confident that the plan worked for us. He gave us other issues to consider in retirement beyond just having enough money as he knew our priorities and lifestyle. I have already passed on his name to friends.

Sharon S.

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.

Naila J.

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 draw down 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 draw down 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 in 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!

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Paul R.

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

Elizabeth

It took me awhile to decide if I wanted to work with Langford Financial as it was a bit beyond my price range. I did end up making an appointment, and it was one of the best ways I have ever spent my money!! I am so happy and grateful to Willis that I did this. I now have a retirement strategy which will save me much more money than the cost of the service. Willis is non biased, very knowledgeable, and very helpful!! He did not try to sell me anything. He answered all my questions in depth, and told me things that i would have never known regarding finances. Willis is also very personable and non-judgemental. I am recommending this service to friends and family.

Jean C.

Langford Financial Inc. has been looking after my investments for 6 years now.
They are easy to contact and are always interested in my inquiries..
My investments with Langford Financial Inc are doing well.
They watch them closely for me as I will soon have to start withdrawing from my RRSP.
I have known Nancy and Willis for at least 15 years.
They have always had high integrity in everything that they put their hands to.
Whether in their business or personal lives.
I am always confident to recommend Langford Financial Inc to family or friends..
If you are looking into getting some advise for your future retirement plans I can confidently recommend this team..

Jean Cousins

Alykhan H.

As a novice in the world of finance, I wanted a non-bias review of my financial situation and future planning. Langford Financial gave me just that. The process in setting up a meeting and gathering information was seamless. I was able to receive an in depth review of my current finances and suggestions for future planning. I was asked to prioritize my top 3 goals and the subsequent suggestions and future projections are currently helping me achieve my goals.
The tools that were provided were very comprehensive and easy to understand. Willis and Nancy also wet through each section to ensure that I understood how this information can work for me.
Before seeking out Langford Financial, I was nervous about taking any steps with my finances. After meeting with Willis and Nancy, I have the confidence to know that the steps I am taking are right for me. I found their approach to be evidence based and mathematical and as a result it put my mind at ease.
I would recommend Langford Financial for anyone who wants to get a handle on finances or wants to find out how your money can work for you. They are clearly able to deal with individuals in all stages of financial literacy.
Personally I will continue to review my finances with Langford financial every 2 years or after any major life event.
Thank you to the Langford Financial Team.