Hi! I’m Greg DuPont, JD, CFP®
My team helps retirees and pre-retirees preserve and protect their wealth by creating holistic financial plans that integrate investment management, tax minimization, and legacy planning.
Free Guides
- Back to Basics: A Guide to Financial Planning(opens in a new tab)
- Estate Planning in Ohio(opens in a new tab)
- 4 Critical Social Security Facts(opens in a new tab)
- Age With Confidence: A Guide to Medicaid and Long-Term Care Planning(opens in a new tab)
- The Ultimate Guide to Life Insurance(opens in a new tab)
- How to Take Charge of Your 401k(opens in a new tab)
Quizzes & eBooks
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Testimonials
“It’s a relaxed atmosphere. It’s like a conversation with somebody you’ve known for a long time. But when it comes to getting things done, it’s definitely all business and it runs so well. It’s pretty much a one stop shop for everything I need, between the taxes and financial planning.”
Gary B., Client
“What I’ve really enjoyed, working with Greg and his whole team, is there’s just a completeness of information. They’re willing to explain complex topics. In addition, there’s a newsletter that’s sent every month and there’s always something valuable in there.”
Betsy B., Client
Case Studies
What to Do When a Good Year Creates a Massive Tax Problem
When a Roth Conversion is the Wrong Move