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Service | Sub Service | Average Price Range (USD) |
---|---|---|
Retirement Planning | Individual Retirement Strategy |
$200 - $300
Call to Book
|
Retirement Income Planning |
$150 - $250
Call to Book
|
|
Retirement Portfolio Management |
$300 - $500
Call to Book
|
|
Tax Planning | Tax Efficiency Strategies |
$150 - $250
Call to Book
|
Income Tax Preparation |
$200 - $400
Call to Book
|
|
Tax Credit Maximization |
$100 - $200
Call to Book
|
|
Investment Management | Investment Portfolio Review |
$100 - $200
Call to Book
|
Asset Allocation Strategies |
$250 - $350
Call to Book
|
|
Risk Assessment & Management |
$150 - $250
Call to Book
|
|
Estate Planning | Estate Strategy Consultation |
$200 - $300
Call to Book
|
Will & Trust Setup |
$300 - $400
Call to Book
|
|
Estate Tax Strategies |
$150 - $250
Call to Book
|
|
Financial Workshops | Retirement Planning Workshops |
$20 - $50
Call to Book
|
Investment Strategies Seminars |
$20 - $50
Call to Book
|
|
Tax Planning Courses |
$20 - $50
Call to Book
|
We want to help our clients organize their financial matters, allowing them to retire confidently, purposefully, and with peace of mind. We give clients aged 55 and over a discretionary and impartial, fee-only retirement income plan, including tax planning and investment advice. The plan you use will detail retirement income and highlight the best way to tax that income. Combining tax and investment planning helps you save more money and spend it wisely. We also offer an All-inclusive Full Service Model for clients who require an advisor to manage their portfolios and provide ongoing help.
 
The reviews share a common theme of customer satisfaction with Langford Financial. Willis and Nancy are commended for their financial advice, in particular on retirement planning. They are seen as very knowledgeable, up-to-date with changing markets, attentive to clients and easy to work with. They are seen as not pushy or aggressively selling any products, and this approach is appreciated by the clients. Willis is described as a non-biased, very understanding person who takes time to inform the client and provide options for financial decisions. When financial standing and future plans were reviewed, the clients were more confident and happy. They recommend the service due to the strong commitment to customers as shown by how they talk to clients about their concerns. One customer even emphasizes that they plan to contact the company for future financial planning. The family is happy. The reviews also offer some insight into the importance of finding a financial planner who makes you feel comfortable and confident, and emphasize how Langford Financial has made the clients feel at the right choice. Additional Information is obtained.
 
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