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Want to save $45

1) Get a Free NYS Insurance Rate Quote- Save $10 (see below)

2) Get a Free Financial Consultation with The WealthPlan- $Save $35- (see below)

1) Get a Free NYS Insurance Rate Quote- Save $10

How it works
Get $10 back on what you paid for the event: Call Jay Dubin, Allstate Agent at (631) 979-0840 for a FREE auto rate quote on your car insurance and see if he can get you a better deal. Just for getting the rate quote (regardless of whether you get insurance with him), you will get $10 refunded back to your credit card. When you call, you must specifically speak with Jay Dubin and mention He will alert me after your free rate quote is completed and I will credit back your card. (Offer expires 15 days from the date of the event you attended. Not valid for current Allstate policy holders)

Jay is very fair and will not try to sell you something you do not need.


2) Get a Free Financial Consultation with The WealthPlan- $Save $35

Get a Complimentary financial analysis consultation with The WealthPlan (a comprehensive financial services and wealth management practice) and earn a Free event ,up to $35 (regardless of whether you decide to use their services).

How it works 

  1. Register for a event of your choice here.

  2. Call David Warshaw at The WealthPlan (516) 683-6210 to set up your complimentary financial consultation  within 30 days of the event you registered for. 
  3. Once you have received your complimentary consultation, email Jay from at  As soon as your consultation has been confirmed, we will refund your credit card in the amount you paid for the event (up to $35).  You are eligible for this promotion regardless of whether you decide to use the services of The WealthPlan.


What happens at the COMPLIMENTARY  Financial Consultation

1) We learn about your current financial situation and goals 

2) We provide you with customizable financial advice and 

3) We explain our unique investment strategies. 


The WealthPlan Financial Services:
a) Personal Finance & Life Events: Retirement, College Education, Home Purchase Etc.

b) Wealth Management: Stocks, Bonds, Mutual Funds Etc.

c) Protection Planning: Life, Disability, & Long Term Care Insurance & needs analysis

d) Tax Planning: Tax Strategies to lower taxes, IRAs, Roth IRAs, & 401(k)s

e) Estate Planning:


About the WealthPlan

Welcome to The WealthPlan a comprehensive financial services and wealth management practice serving our clients through generations. Our clients are primarily individuals and business owners using our simple financial planning & wealth management process. Our mission is to function as your chief financial officer to advise you in all money matters to free up time and create peace of mind.

The WealthPlan was founded by David Efrem Warshaw, CHFC, CLU. David graduated from Washington University of St. Louis in 2003 majoring in both finance and accounting. After becoming fully licensed, he was employed as a financial advisor with Ameriprise Financial back in 2004. David is a Chartered Financial Consultant and Chartered Life Underwriter. His combined education and experience position him to offer broad-based financial advice that our clients can count on.

David founded The WealthPlan in 2010 to bring his loyal clients extremely competitive fees, the universe of non-proprietary products, and the best technology available today. Our clients have all of their assets consoldated in one real-time view that is easily accessible. To meet with David Warshaw, contact us by phone at 516-683-6210 or email us at

*Registered Representative offering securities through American Portfolios Financial Services, Inc. Member: FINRA, SIPC

*Investment Advisor services offered through American Portfolios Advisors, Inc. An SEC Registered Investment Advisor

*The WealthPlan is independent of American Portfolios Financial Services Inc. and American Portfolios Advisors Inc.


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