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Service Information

Retirement Strategy Session
2 hr
250 US dollars
Financial Consultation
1 hr
150 US dollars
Investment Planning
1 hr 30 min
200 US dollars

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60 Cutter Mill Rd

Suite 100-G

Great Neck, NY 11021

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516-400-7111

david@thewealthplan.com

The WealthPlan LLC is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where The WealthPlan LLC and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by The WealthPlan LLC unless a client service agreement is in place. For current WealthPlan information, please visit the Investment Adviser Public Disclosure website at www.adviserinfo.sec.gov.

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