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Submission: On September 16 via api from US — Scanned from DE
Effective URL: https://www.dupontadvisory.com/
Submission: On September 16 via api from US — Scanned from DE
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* Home * About * Services * How We Do Our Work * What's Your Risk Number? * Contact * Seminars on Demand * Redwood Tax Specialists * Taxes in Retirement * Podcast * Circle of Wealth University * Estate Plan Navigator * About * Services * How We Do Our Work * What's Your Risk Number? * Contact Schedule Appointment Retirement Tax Bill * Seminars on Demand * Redwood Private Wealth * Podcast * Circle of Wealth University * Estate Plan Navigator * Virtual Family Office DUPONT ADVISORY GROUP Serving Indiana For Over 43 Years WHAT MAKES DUPONT ADVISORY GROUP DIFFERENT? A dedication to our clients' needs first and foremost. We have the experience to know what makes a successful client–advisor relationship. We always put our clients’ needs first, and our independence is a testament to that. We’re ready to serve you the way we’ve served so many others. Schedule A Complimentary Consultation AS FEATURED ON Free ebook REINVENTING RETIREMENT Unlock your retirement potential with "Reinventing Retirement." This essential guide offers expert strategies for optimizing your finances, maximizing income, and achieving your personal goals. Whether you're nearing retirement or already enjoying it, discover how to secure your future and enhance your financial well-being with practical, actionable advice. Download RETIRE ABUNDANTLY Retirement is a time of life that is meant to be enjoyed to its fullest. You've worked hard to save, and now it's time to put your money to work. At DuPont Advisory Group, we know that the key to "retiring abundantly" is ensuring you have a proper plan in place. Let us help remove the stress and uncertainty from the equation as we guide you to the retirement of your dreams. A·BUN·DANCE /əˈbəndəns/ -------------------------------------------------------------------------------- DEFINITION 1. a very large quantity of something. * the state or condition of having a copious quantity of something; plentifulness. * plentifulness of the good things of life; prosperity. RETIREMENT IS MEANT TO BE ENJOYED DOING WHAT YOU LOVE WITH THOSE YOU LOVE MOST We’re here to help you achieve the retirement you’ve always envisioned. Whether that’s spending time with friends and family, traveling the world, or striking up a new hobby or two, we want to help your retirement dreams come to fruition. The first step is making a plan. A true plan can help you account for all of retirement's expected, and unexpected events, so that you can sleep well at night knowing that your money and dreams are protected. * WEALTH MANAGEMENT Button * INVESTMENT STRATEGY Button * RETIREMENT PLANNING Button * LEGACY PLANNING Button ASK YOURSELF ... WHERE DO I WANT TO GO? -------------------------------------------------------------------------------- That's the most important question to our advisers planning for your retirement. WHAT STATE ARE MY FINANCES IN RIGHT NOW? -------------------------------------------------------------------------------- Determining where you are will help you get where you want to go. CAN I BUILD A RETIREMENT PLAN FOR THE NEXT YEAR, AND THE NEXT THREE TO FIVE YEARS? -------------------------------------------------------------------------------- There’s rarely one way to get from Point A to Point B. We provide the pros and cons for each scenario and helps you make a comprehensive wealth-management plan for your individual situation. Our advisers give you the tools. It’s your job to make the decisions. WILL I HAVE HELP STICKING TO MY PLAN? -------------------------------------------------------------------------------- Everything leads up to this point. You have to execute on what you agreed on with our advisers or nothing happens. We will encourage you to follow through, stick to your plan, and keep making progress toward your financial goals. IS THE PLAN CONTINUING TO WORK? WILL ADJUSTMENTS BE MADE TO MY PLAN BASED ON EVOLVING RISK TOLERANCES AND LIFE CIRCUMSTANCES? -------------------------------------------------------------------------------- Change is constant. As times evolve, so might your needs. Our team will work with you to update your plan as needed, to analyze new information, and to make sure you’re happy with your services and products. REQUEST TWO COMPLIMENTARY SPECIAL REPORTS FROM TERRY'S BOOK. Discover the proven principals to create a more worry-free retirement with less stress by reading these special reports from Terry’s book, Retire Abundantly. Request Special Reports ARE YOU READY TO RETIRE ABUNDANTLY? SCHEDULE YOUR COMPLIMENTARY CONSULTATION You only get one shot at retirement. Let's make sure we get it right! Schedule Appointment LET’S TALK! Have a question or comment? Let us know. Email us: terry@dupontadvisory.com Call us: (800) 234-4452 -------------------------------------------------------------------------------- ©2022 Dupont Advisory Group | Privacy Policy 523 South Buffalo Street, Warsaw, Indiana 46580 (800) 234-4452 1690 Broadway, Bldg 19, Suite 10, Fort Wayne, IN (800) 234-4452 8520 Allison Point Blvd., Suite 220, Indianapolis IN 46250 (800) 234-4452 Fee-based financial planning and investment advisory services are offered by DuPont Advisory Group a Registered Investment Advisor in the State of Indiana. Insurance products and services are offered through DuPont & Associates, Inc. DuPont Advisory Group and DuPont & Associates, Inc. are affiliated companies. The presence of this web site shall in no way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to any residents of any State other than the State of Indiana or where otherwise legally permitted. Licensed Insurance Professional. We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. Investing involves risk, including the loss of principal. No Investment strategy can guarantee a profit or protect against loss in a period of declining values. Any references to protection or lifetime income refer to fixed insurance products, never securities or investment products. Insurance and annuity products are backed by the financial strength and claims-paying ability of the issuing insurance company. The information is not intended to be investment, legal or tax advice. The agent can provide information, but not advice related to social security benefits. The agent may be able to identify potential retirement income gaps and may introduce insurance products, such as an annuity, as a potential solution. For more information, contact the Social Security Administration office, or visit www.ssa.gov. 21693 - 2022/2/14 Share by: