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Submitted URL: https://www.dupontretirees.com/
Effective URL: https://www.wealthwisdomgroup.com/
Submission: On August 11 via api from US — Scanned from DE
Effective URL: https://www.wealthwisdomgroup.com/
Submission: On August 11 via api from US — Scanned from DE
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Client Login Contact Us Menu * Home * Services * About * FAQs * Resources * Retirement * Estate * Investment * Insurance * Tax * Money * Lifestyle * Tools * Glossary * Tax Resources * Schedule a Call Client Login Contact Us WE HELP THOSE WHO’VE MADE IT KEEP IT® Find innovative wealth preservation solutions with Wisdom Wealth Group. Schedule a Call WHAT I DO WEALTH MANAGEMENT AND PRESERVATION SOLUTIONS FOR AFFLUENT PROFESSIONALS Wisdom Wealth Group is led by founder Bill Curry. His mission is to help his clients maintain their affluence for themselves and their families while minimizing unnecessary risk. AFFLUENT INDIVIDUALS You have accumulated significant wealth and are seeking guidance to preserve and grow your assets. Learn more HIGHLY COMPENSATED EXECUTIVES You require specialized financial strategies to manage your unique compensation packages and optimize your wealth Learn more PROFESSIONALS You may hail from various fields, such as doctors, lawyers, and entrepreneurs, and are looking for tailored financial solutions that align with your specific needs and goals. Learn more SMALL BUSINESS OWNERS You seek comprehensive financial planning and guidance to navigate the complexities of running a business while protecting your personal wealth. Learn more WHY WORK WITH ME ABOUT BILL Bill Curry is a wealth management professional, an accredited JD, CLU, ChFC, RFC, and AEP, and a prodigiously innovative and creative problem solver. He has experience working with affluent individuals and their families to preserve and protect what they worked so hard to create. Learn How We Can Help How I Help HOW YOU KEEP IT Keep it through tax planning. Keep it through risk mitigation. Keep it through investment planning. Keep it through insurance planning. Keep it through qualified retirement plans. Keep it through timely "bucket" planning. HOW I DO IT BILL’S PROCESS Discovery Session In this initial step, Bill engages in a meaningful conversation with his clients, asking questions about your family dynamics and your vision for the future. He delves into your aspirations and gains insights into your long-term goals. One of his favorite questions is, "If we were sitting here 5 years from now, what would you like to see have happened from our working together?" Goal Setting Based on the information gathered in the discovery session, Bill works closely with you to determine your specific financial goals. He takes into account your desired outcomes, timeframes, and any unique considerations. By understanding your objectives, you can develop a clear roadmap for your financial success. Tailored Planning Bill employs various planning techniques and strategies to align with your goals. He presents different options and alternatives, ensuring that his clients have a thorough understanding of the potential outcomes and implications. Through collaborative discussions and feedback, he refines the planning process until you are satisfied. CONTACT US SPEAK TO BILL Take the first steps and schedule a consultation with Bill. Name Email Address Phone Question Start the Conversation Thank you! Oops! VISIT 701 Foulk Road Suite 2G Wilmington, DE 19803 bill@wealthwisdomgroup.com CONNECT Office: (302) 651-9191 CONTACT QUICK LINKS * Retirement * Investment * Estate * Insurance * Tax * Money * Lifestyle * All Articles * All Videos * All Calculators Securities and Advisory Services offered through CreativeOne Securities, LLC Member FINRA/SIPC and an Investment Advisor. Wealth Wisdom Group, Inc. and CreativeOne Securities, LLC are not affiliated. Check the background of your financial professional on FINRA's BrokerCheck. The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information. Copyright 2024 FMG Suite.