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.
AS FEATURED ON
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
- 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.
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.
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!
Let’s talk!
Have a question or comment? Let us know.
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523 South Buffalo Street, Warsaw, Indiana 46580
1690 Broadway, Bldg 19, Suite 10, Fort Wayne, IN
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.
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