Lyn’s recent accomplishment (and something long on her bucket list) was completing her first Ironman Triathlon. In light of this great achievement and given Invest Blue’s support of their clients, they will fit her out with bike gear and proudly sponsor her in future events.
“Steve’s leadership was great from the outset. He really valued who we were and where we were going. Lyn and I felt cared for and supported. I particularly like the fact that he encourages us to consider our finances longer-term but to also make the most of the way we live today.”
Cliff and Lyn are a little way off retirement yet, but fortunately, they are well prepared for when that time comes.
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