DuPont Wealth Management now utilizes one of the most powerful retirement planning programs in the United States.
Preparing for retirement can be a daunting process.
Without careful planning you can easily lock yourself into a lifestyle that may prevent you from pursuing your retirement goals, or as we like to say, your Retirement Dreams. These blueprints enable our clients to better understand their accumulated retirement assets, enable them to check the progress on their current retirement plan, to identify potential risks from both market volatility and future taxation, and get a second opinion from an independent third party professional.
We Prepare For
The Worst-Case Scenario is an
important part of building your
blueprint for retirement.
Our program relies on Financial Professionals who believe Worst-Case Scenarios are possible, or even probable. The problem is not all financial professionals want to partake in this kind of discussion. Chances are if you brought our blueprint to your Advisor he/ she would probably question why you would want to waste your time on such a low-probability scenario. To help with this, we have enlisted financial professionals across the country who have agreed to "play along" with our Worst-Case Scenario. This exercise causes financial professionals to "think outside of the box", to develop defensive strategies and not so heavily focused on growth.
We Help Fulfill
You Deserve an Amazing Retirement
Our Retirement Architecture Blueprints and Worst Case Scenarios attempt to provide you the financial insight and disaster avoidance planning necessary to fulfill your retirement dreams.
Fee-based financial planning and investment advisory services are offered by DuPont Wealth Management a Registered Investment Advisor in the State of Indiana. Insurance products and services are offered through DuPont & Associates, Inc. DuPont Wealth Management 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. 19464 - 2019/11/5
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.