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Ms. Smith Case Study

Ms. Smith Case Study

Ms. Smith Case Study

Ms. Smith – Teacher

Income - $43,000
Net Worth - $2.5mm
Wealth Management Interest - Financial Planning / Investment Management

Katie (52) has never had much money but manages to support herself and her son with a modest lifestyle. Katie’s mother recently passed away and she has come into a sizeable inheritance. She’s never had this much money and isn’t sure what to do.

Income - $43,000
Net Worth - $2.5mm
Wealth Management Interest - Financial Planning / Investment Management

We were able to educate Katie about the many aspects of financial planning and investing and show her how to best utilize her newfound assets over the course of a lifetime, balancing her short term needs and wants with long term goals. Managed wisely she could turn this inheritance into an asset that would increase her standard of living for years to come. We designed an investment portfolio to help her do just that.

Katie is confident in her future, knowing she has a well thought out plan and trusted professionals guiding her each step of the way.

$450k+

Initial investment

$3.6m+

Current retirement funds

7 Yrs

Duration Of Investment

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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