Upon the passing of her husband, Paulette returned home to NL where her heart had been for 20+ years.
After a lifetime of traditional saving, she was seeking a more personalized approach for her next chapter. She met with one of our advisors at Lupin Planning Group and – through a series of purposeful conversations – developed a personalized retirement plan that incorporates her love of travel, her very healthy lifestyle and, most importantly, spending time with her cherished daughters.
Being willing to think beyond simply saving, she learned how to minimize her taxes, secure a low-risk retirement income and build an estate plan that creates a meaningful legacy for the family she leaves behind.
Great work, Paulette! We are so thrilled to know you, work with you, and watch you flourish!