Terry DuPont is founder and CEO of DuPont Advisory Group, a Registered Investment Adviser. He feels it is his moral and professional responsibility to provide leadership and guidance in helping people cut through all the misleading, conflicting information out there so they can make wise decisions leading to a retirement full of success, meaning, and significance, with an emphasis on wealth preservation and protective growth.
Terry is a Chartered Retirement Plans Specialist, Certified Wealth Preservation Planner and Certified Philanthropic Developer. He is a much sought-after speaker, and author, as well as founder of Blue Ocean Consulting, an advanced strategic planning firm, and DreamCatchers Initiative, a non-profit personal and business leadership and development curriculum, utilizing new worldwide cultural teachings and breakthrough thinking.
Listen to this insightful RIA episode with Terry DuPont about what his virtual family office provides.
Here is what to expect on this week’s show:
- How people don’t have to take on excessive risks to achieve their financial goals.
- How many business owners overlook opportunities for risk mitigation and tax reduction because they are often unaware of available strategies.
- How Terry created a virtual family office to bring advanced planning techniques and weal preservation strategies to a wider range of clients.
- Why it’s important to build a network of experts across various fields.
- Why using the power of zero concept helps working Americans retire with minimal tax obligations.
Connect with Terry:
Links Mentioned:
https://www.dupontadvisory.com/
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