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. This page summarizes certain Know Your Client (KYC) data you have provided to us during the fact-finding process. Accounts and/or assets marked with a * have not been offered, sold and/or serviced by The WealthPlan LLC. Valuations of certain assets such as real estate or personal property are based on estimates provided by you, and The WealthPlan LLC makes no representations as to their value. This is not an official record of your assets or any account and/or contract, and it is provided for your convenience and information only. If there is a discrepancy between any of the information herein and the official records of your assets, accounts and/or contracts, the official records will take precedence. The WealthPlan LLC makes no representation that the data presented herein, or in any other statement, is accurate. Please verify this data and advise us of any inaccuracies. The WealthPlan LLC will not monitor or provide service regarding non-managed assets. Advisory services offered through The WealthPlan LLC, a Registered Investment Advisor. All Rights Reserved(c) 2020 Asset-Map Holdings, Inc.