One of the most rewarding things we do is to help clients identify the path forward to reaching their goals, whether it is retirement, starting a business or funding college. One of the most rewarding plan we complete was helping a client who was well past retirement age realize that not only could he retire but that he and his wife would not need to change their lifestyle in retirement. The client sat back in his chair and began to tear up and asked “Why hasn’t anyone showed this to me before”. Even though he had worked with a couple of other advisers, they had not taken the time to do the planning and ask the questions necessary to have a complete picture of his situation.