Case Study #1: Nearing Retirement

Chuck & Abigail Johnson

CASE STUDY #1

Age:

58

Profession:

Teacher and Software Engineer

Primary Goals:

Build an efficient portfolio, understand investment risk, and create a reliable income stream in retirement

 

The background

Chuck & Abigail have had their finances on autopilot. They didn't know how they were invested or how much risk they were taking. Not understanding how their investments fit into their retirement plan made them uncomfortable.

How we helped

  • Identify their range of acceptable investment outcomes
  • Build a portfolio that reflects the way they feel about risk
  • Create a framework for making buy/sell decisions
  • Consolidate and simplify scattered investment accounts

DISCLAIMER:
The stories of transformations reflect real clients of Pure Portfolios. Some names and identifying details have been changed to protect their privacy.

Explore the next steps

Simplify your finances and solidify a plan that gets you where
you want to go.

Step 1

Investing

Consolidate your investments with a portfolio that mirrors the way you feel about risk

Step 2

Planning

Construct a financial plan that can withstand life's surprises

Step 3

Taxes

Everyone must pay taxes, but no one says you have to leave a tip. We ensure your portfolio and financial plan are tax efficient

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