Kari LuptonCFP®

Certified Financial Planner®

Kari Lupton is a Certified Financial Planner with over 20 years of experience working with families in Lambton County. Kari specializes in financial planning, estate planning, inheritance succession, and pension plan and severance packages. Using a client centered approach; Kari’s focus begins with creating a personalized financial plan, which also takes into account debt and income tax obligations and insurance needs. From there an investment plan is custom tailored taking into consideration clients risk tolerance, time horizon and asset allocation to ensure their life and retirement goals and dreams will be realized. By consistently reviewing client portfolios and building long term relationships Kari is able to maximize clients overall net worth through all life’s stages. Money is just a tool to achieve the things in life that are important to you. With the confidence gained by making informed choices you can live life to the fullest and Live Your Dream!

 

Financial planning and insurance products available through Kari Lupton.

Tax preparation services available through Kari Lupton Financial services.