Circle of Wealth University

IF WHAT YOU KNOW TO BE TRUE, TURNED OUT NOT TO BE TRUE,

WHEN WOULD YOU WANT TO KNOW ABOUT IT?

None of us know everything. We all have areas that we either know we “don’t know” or we don’t even realize exists. We expand our area of knowledge by learning from personal experience, research, or direct transfers from others. We can expand your knowledge by sharing what we know.

We have a very unique approach to strategic financial management in that we help people FIND MONEY they are currently losing unknowingly (they didn’t know) and unnecessarily (it can be fixed).

There are 5 major areas where people are losing money unknowingly and unnecessarily:

  1. How they pay for their home (mortgages)
  2. Taxes
  3. How they fund their retirement (qualified plans)
  4. How they pay for their children’s or grandchildren’s higher education (college costs)
  5. How they pay for major capital purchases like cars, weddings, vacations, etc.

We believe there is more opportunity to serve our clients by helping them avoid the losses than by picking the winning investments, although we excel in the latter as well. By helping our clients become more efficient, we can help them find the money necessary to answer the four toughest financial questions.

  1. What rate of return do you have to earn on your savings and investment dollars to be able to retire at your current standard of living and have your money last through your life expectancy?
  2. How much do you need to save on a monthly or annual basis to be able to retire at your current    standard of living and your money last through life expectancy and beyond.
  3. Doing what you are currently doing, how long will you have to work to be able to retire and live your current lifestyle through life expectancy and beyond?
  4. If you don’t do anything different than you are doing today, how much will you have to reduce your standard of living at retirement for your money to last through your life expectancy?

We invite you to engage in conversation with us to see for yourself, in just a few minutes, how our very unique approach can significantly increase your potential financial independence. So enjoy our videos and then give us a call to experience the “DuPont Difference”!

5-10 Minute Videos:

DuPont Wealth Management has professionally produced ten 5-10 minute videos which convey important financial concepts that you need to know, like retirement planning, mortgage strategies, Qualified Plan tradeoffs, and the power of asset access.  These powerful videos are offered to provide you an insight to misconceptions that may be causing you to unknowingly and unnecessarily lose money through what we refer to as “wealth transfers” and “lost opportunity costs”.

To view all of the videos click on “Playlist” in the upper right hand side of the below video player.

We recommend that you start with the “Circle of Wealth” video.

1-2 Minute Videos:

DuPont Wealth Management has professionally produced over 80 1-2 minute video vignettes which convey important financial concepts that you need to know .  These powerful videos are offered to provide you an insight to misconceptions that may be causing you to unknowingly and unnecessarily lose money through what we refer to as “wealth transfers” and “opportunity costs”.

To view all of the videos click on “Playlist” in the upper right hand side of the below video player.

The playlist is broken up by the following 5 categories: Personal Economic Model®, Circle of Wealth®, Golf & Your Money, Wealth & Wisdom, and College Funding