Last updated: May 2026
By using theretirementtaxtrap.com (the "Site"), taking the Risk Assessment, requesting the free book, or booking a Discovery Session, you agree to these Terms of Service ("Terms"). If you do not agree, do not use the Site or our services.
The Site is operated by Gregory S. DuPont, Attorney and Certified Financial Planner™ on behalf of DuPont Law Group, Advocate Wealth Solutions, and the March to a Million Movement (collectively, "we", "us", "our"). Contact: [email protected].
The content on this Site — including the Risk Assessment, the book, blog posts, videos, and the Discovery Session — is provided for general educational purposes. It is not legal advice, tax advice, investment advice, insurance advice, or financial advice. See our Disclaimer for the full statement on this. No professional relationship is created by your use of the Site.
The free digital copy of The Retirement Tax Trap book is provided at no cost when you complete the Risk Assessment and provide a valid email address. The book is delivered electronically. We may also offer a physical copy on request, subject to shipping availability.
The Risk Assessment is a self-scoring educational tool. The risk levels and dollar exposure estimates are based solely on the answers you provide and use simplified industry assumptions. They are illustrative only.
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All content on the Site — including text, graphics, logos, the 6 Pillars of Wealth™ framework, the 4D Estate Plan™ framework, the PILOT Process, the Retirement Tax Trap series of books, the March to a Million Movement materials, and the Risk Assessment — is owned by Gregory S. DuPont, DuPont Law Group, Advocate Wealth Solutions, or used under license. All rights reserved.
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These Terms are governed by the laws of the State of Ohio, without regard to conflict-of-laws principles. Any dispute shall be resolved exclusively in the state or federal courts located in Franklin County, Ohio. You consent to the personal jurisdiction of those courts.
We may suspend or terminate your access to the Site at any time, for any reason, without notice. Upon termination, the provisions of these Terms that by their nature should survive (Sections 7, 10, 11, 12, 14) shall remain in effect.
If any provision of these Terms is found unenforceable, the remaining provisions shall continue in full force and effect. The unenforceable provision shall be modified only to the extent necessary to make it enforceable.
These Terms, together with the Privacy Policy and Disclaimer, constitute the entire agreement between you and us regarding the Site.
We may update these Terms from time to time. The "Last updated" date at the top reflects the most recent revision. Continued use of the Site after changes constitutes acceptance of the updated Terms.
Questions about these Terms:
DuPont Law Group / Advocate Wealth Solutions
655 Metro Place South, #440
Dublin, OH 43017
(614) 881-2523
Legal inquiries: [email protected]
Financial planning inquiries: [email protected]