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Step 1

Complete Survey

Step 2

Create Your Plan

Step 3

Schedule a meeting

Contact

Office: (516) 400-7111

Mobile: (516) 699-1776

Fax: (516) 400-2411

2875 NE 191st Street

Suite 500

Miami, FL 33180

david@thewealthplan.com

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

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DISCLOSURES

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.