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Mineola Office

1539 Franklin Ave. Suite 201

Mineola, NY 11501

Phone: (516) 400-7111

Fax: (516) 400-2411

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Office: (516) 400-7111

Mobile: (516) 699-1776

Fax: (516) 400-2411

1539 Franklin Ave.

Suite 201

Mineola, NY 11501

david@thewealthplan.com

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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.