“Think of your life as a puzzle. Not every piece fits perfectly next to another, and each phase of life comes with a different shade and amount of sparkle to it. Wealth doesn’t always have to mean accumulating a lot of assets, and not one puzzle piece is the solution to every person we meet. Knowledge of and understanding your retirement path allow us to craft the puzzle piece that best fits to the road any one client is trying to pave on their way to retirement.”