Together, Craig and Jane raised a blended family of five while juggling busy careers. They managed their cashflow, avoided unnecessary debt and saved for retirement. Several years before they were ready to make the transition to semi-retirement, they sat with a member of the Lupin Planning Group team to look at their numbers. While they had done all the “right things,” could they afford to live their retirement dream of travel and leisure?
A solid financial plan is not just about what you accumulate, but how much of that you get to keep. Conversations around tax planning, pension splitting, and long-term health coverage provided them with the knowledge they needed to confidently move forward.
When they sent this photo, they were on Vancouver Island hiking, biking, drinking wine and spending time with their kids.
“We look forward to meeting with our Lupin advisor when we return home after we drive across this wonderful country.”
Craig and Jane, because you lived the plan, you are now clearly “living the dream!”