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Dr. Howard & Mrs. Howard - Doctors

Dr. Howard & Mrs. Howard
Doctors

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Combined Income
$450k+

Wealth Management Interest
Retirement Planning

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Combined Income - $450k+
Wealth Management Interest - Retirement Planning
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warren B - Tractorworks CEO

warren B
Tractorworks CEO

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Combined Income - $450k+
Wealth Management Interest - Retirement Planning
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Combined Income
$450k+

Wealth Management Interest
Retirement Planning

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Arthur F. - App Developer

Arthur F.
App Developer

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Combined Income
$450k+

Wealth Management Interest
Retirement Planning

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Combined Income - $450k+
Wealth Management Interest - Retirement Planning
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Pamela G. - Lawyer

Pamela G.
Lawyer

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Combined Income
$450k+

Wealth Management Interest
Retirement Planning

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Combined Income - $450k+
Wealth Management Interest - Retirement Planning
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Important Disclosure​: Case studies presented are hypothetical scenarios and intended for illustrative purposes only. They do not represent an actual client or an actual client’s experience, but rather are meant to provide an example of Pecaut’s process and methodology. An individual’s experience may vary based on his or her circumstances. There can be no assurance that the Firm will be able to achieve similar results in comparable situations. No portion of this case study is to be interpreted as a testimonial or endorsement of the Firm’s investment advisory services, and it is not known whether the hypothetical clients referenced approve of the Firm or its services. The information contained herein should not be construed as personal investment advice.

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