Case Study #1: Nearing Retirement
Chuck & Abigail Johnson
CASE STUDY #1
Teacher and Software Engineer
Build an efficient portfolio, understand investment risk, and create a reliable income stream in retirement
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
The stories of transformations reflect real clients of Pure Portfolios. Some names and identifying details have been changed to protect their privacy.
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Consolidate your investments with a portfolio that mirrors the way you feel about risk
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