Stop Your Search, You Are in the Right Place
We get it. You are confused, often left on your own to make decisions that have a tremendous impact on your financial future. The consequences of making a wrong decision may have a catastrophic effect on your retirement.
A retirement that you have worked hard to earn.
So, you head out to the internet searching for information so you can make wise decisions regarding things like:
- When you should begin receiving social security benefits
- How to manage current and future income taxes
- How to turn your life savings into enough retirement income to support your lifestyle
- How to pass on your hard-earned savings to your chosen heirs
What you need is a plan and a first-class team that can execute that plan.
That is who we are and what we do.
We’d love to have a discovery call with you that won’t cost you a dime.
We will help you understand any “red flags” that may come between you and your desired financial future.
We will arm you to defend yourself from the predators of the financial services industry, where everyone wants to take control over your hard-earned savings.
And, if you engage in our proprietary PILOT PROCESS, you will have a definite plan. You will know exactly what you need; you will know exactly what next steps to take and your potential outcome.
You will also know if we are the right partners for your financial journey through life.
Although this website is more about you than us, you should know our team is good at what we do.
DuPont Wealth Solutions will never try to talk you into hiring us or buying a particular financial product. If we don’t believe you will experience benefit from working with us, we will tell you.
OK, let’s get started.
This is your life. Our job is to make sure you have all of the information necessary to make great decisions regarding your financial future.
We Promise to Help You…
Debt can be a huge barrier to saving for retirement or large purchases. Typically, our clients are able to reduce all of their debt, including student loans and mortgages, in 9 years or less. This is while spending the same amount of money they currently are, and saving more for the future.
The average American spends 40% of every dollar they make on some form of tax. We help you find legal and ethical ways to reduce these taxes to deliver more spendable money now and in the future.
Accumulate for the Future
Your personalized financial plan will work to optimize your future income potential in ways that meet your lifestyle objectives, so you can focus on living your life and worrying less about your financial future.
What type of financial planning services are you looking for?
Our combination of time-tested methodologies and first in class technology protects you from emotional investing, maximizing your potential for success. We help you manage your portfolio and choose the best products, including life insurance, annuities, IRAs, 401(k)s, and college savings accounts. DuPont Wealth Solutions operates free from institutional or product influence.
There’s plenty of retirement planning opportunities out there that you probably aren’t aware of. We can help you manage and effectively use your 401(k) or IRA to support your lifestyle, plan for long-term care, accumulate tax-free income for retirement, and maximize the legacy you leave for the next generation.
No one wants to pay more than what they are required to in taxes. Yet many people are not taking advantage of current tax laws that benefit them, or planning for future tax law changes that could adversely affect them. We will analyze your tax return and look for opportunities and potential mistakes.
Estate planning and financial planning go hand in hand. Through financial planning, we will help you maximize the legacy you leave for the next generation.
Experience our PILOT Process
Make an Appointment
When you contact our office, many people’s first step is to schedule a 15-minute phone meeting with a member of our team. This meeting is completely free – no obligation, and fits in even the most busy schedules.
Discover Your Financial Needs
The initial meeting is all about you. Its about your concerns, your goals, your future. We want to learn as much as possible about what’s important to you, helping you define what financial success means.
Build Your Financial Plan
Using a financial analysis process we’ve spent years developing, we help you develop specific strategies to meet your goals. We provide you all the tools and information you need to make sound decisions, so you don’t have to spend all your time trying to keep up with the latest news and trends.
Reach Your Goals
We’ll continuously work with you to implement, manage and update your life changing financial plan. You’ll have secure 24/7 access to our wealth management interface from anywhere in the world.