The WealthPlan LLC ("WealthPlan") 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. WealthPlan may render no advice unless a client service agreement is in place. This analysis must be reviewed with the limitations and conditions disclosed on the Disclaimer page. Projections are based on assumptions the advisor provided and are not guaranteed. Actual results will vary, perhaps to a significant degree. The projected reports are hypothetical and for illustrative purposes only. Return assumptions do not reflect the deduction of any commissions. They will reflect any fees or product charges the advisor entered. Deductions of such charges would result in a lower rate of return. Consult your legal and/or tax advisor before implementing tax or legal strategies.