The March to a Million™ Scorecard, the book March to a Million by Gregory S. DuPont, Esq., CFP®, and all content on this website are educational tools only. They do not constitute legal, tax, financial, or investment advice.
Reading the book or completing the Scorecard does not create an attorney-client relationship with Gregory S. DuPont, DuPont Law Group, or Advocate Wealth Solutions.
Your use of this website, quiz, or downloadable materials does not establish any professional relationship — legal, fiduciary, advisory, or otherwise — between you and DuPont Law Group, Advocate Wealth Solutions, or Gregory S. DuPont, Esq., CFP®.
Estate planning, tax strategy, and investment decisions depend on your specific circumstances and applicable law in your jurisdiction. Always consult with a qualified attorney, CPA, and financial advisor before making decisions about your estate, retirement income, or investments.
Your Scorecard score is generated based on your self-reported answers to a general questionnaire. It is intended to identify potential areas of educational interest only. It is not a comprehensive assessment of your financial situation, nor is it a substitute for professional analysis of your specific circumstances.
The risk categories (Protected, Drifting, High Risk, Maximum Exposure) and any "auto-fail" or "automatic high risk" designations (for example, lacking a funded trust or taking uncontrolled Required Minimum Distributions) are educational heuristics, not definitive legal or financial determinations.
The dollar exposure estimate shown on the results page is an illustrative figure derived from your self-reported estate value and answers. It is not an audit, valuation, or guarantee of actual loss.
Investment Advisory Services offered through Advocate Wealth Solutions, a Registered Investment Adviser. Registration does not imply a certain level of skill or training.
Legal Services provided by DuPont Law Group, an Ohio professional law firm. The information on this site is intended for residents of states where the firm is licensed to practice. Nothing on this site constitutes legal advice or creates an attorney-client relationship.
Throughout the book and on this site, names and identifying details of clients and families have been changed to honor attorney–client privilege and protect privacy. Some stories come directly from clients served, others are composites drawn from patterns observed, and still others are lessons shared by trusted friends and mentors. The principles are real even when the names are not.
Past planning outcomes described in this book or on this site do not guarantee future results. Every family's situation is different. Individual results will vary.
This site may contain links to third-party websites. DuPont Law Group and Advocate Wealth Solutions are not responsible for the content or practices of those sites.
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