RETIRED CASE STUDY: Bruce & Barbara Boer

RETIRED CASE STUDY: Bruce & Barbara Boer


Michael and Megan Milles enjoyed their time in their 20's being single and traveling the world.  Now married and with two kids they want to start investing towards their future rather than living just for the present. 

Financial concerns and objectives

Financial concerns and objectives

In the Discovery Meeting we discussed what is important to Michael and Megan. They expressed the following values 

  • Time with family
  • Stability
  • Engagement with the world
Financial Objectives

Financial Objectives

The Milles current objectives

  • They want their two kids to go to college
  • Travel to every continent
  • Financially independent to retire early
Financial strategies

Financial strategies

Michael and Megan now have structure to their financial life.  A snapshot of what we helped them with

  • Cash management - Emergency fund, savings rate and budgeting
  • Protection planning - Confirmed adequate, affordable, and appropriate coverage for life and disability. 
  • Investing - Managing funds for retirement and 
  • Tax - Reduction, Deferral and avoidance
  • Estate Planning - Will and Durable Power of Attorney
Progress toward objectives

Progress toward objectives

Michael and Megan have made progress and will continue to make baby steps in their financial journey

Wealth Builders

Wealth Builders

Wally and Linda are starting off their careers and just had twins. Wally and Linda want to build and protect...

Case Study #1
Nearing Retirement

Nearing Retirement

Barry and Iris have run at full speed in their working careers. They enjoy their work still but are interested in slowing down and have work optional...

Case Study #2
Business Owner

Business Owner

Professor Hamilton is the founder and owner of STAR Labs for the past 15 years. He is looking to sell the business...

Case Study #4