Circle of Wealth University
We help people find money they are losing unknowingly and unnecessarily. Using those dollars found to solidify their financial future preferably without impacting their current lifestyle.
We believe there is more opportunity to help our clients by helping them avoid the losses than by picking the winners.
There are five areas where people lose money unnecessarily:
- How they pay for their house (mortgages)
- Taxes (taxes)
- How they fund their retirement accounts (qualified plans)
- How they pay for their children’s education costs (education expenses)
- How they pay for major capital purchases like cars, weddings, vacations (major purchases)
We have developed a few 10 minute (approximate) videos to introduce you to some of these concepts.
Let’s talk!
Have a question or comment? Let us know.
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523 South Buffalo Street, Warsaw, Indiana 46580
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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