Get to know us as we get to know you.
Start your wealth management journey here with a primer on what we do.
Once we fully understand your specific situation, we begin to build a plan to suit your needs. Assets fall under six broad categories:
Stocks
Bonds
Cash
Alternatives
Insurance
Annuities
Initially, we identify a broad set of diversified asset classes to serve as the building blocks for your portfolio. Our approach also evaluates each asset class on its potential for capital growth and income generation, volatility, correlation with the other asset classes (diversification), and inflation protection.
Research¹ has consistently found the best way to maximize returns across every level of risk is to combine assets and allow individual securities to generate alpha.
¹ | Markowitz, 1952; Sharpe, 1964; Brinson, Hood & Beebower, 1986; Brinson, Singer & Beebower, 1991; Ibbotson & Kaplan, 2000.
WORKING TOGETHER TO ACHIEVE YOUR FINANCIAL AND RETIREMENT GOALS
DuPont Advisory Group's Process
01
Assess Needs & Goals
This is where we get to know each other to make sure we're a good fit and also to learn about your specific goals.
02
Strategize & Plan
Based on your current needs and future goals, we'll create a comprehensive financial plan based on your situation.
03
Review & Finalize
We'll meet to review your plan, answer any questions and make necessary adjustments based on your feedback.
04
Implement & Monitor
We'll put our plan in place and meet regularly to assess and make any necessary changes that come up.
Materials
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.
Let’s talk!
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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.
21693 - 2022/2/14