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
How it works
1) Get a Free NYS Insurance Rate Quote- Save $10
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 WeekendDating.com. 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
- Register for a WeekendDating.com event of your choice here.
- 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.
- Once you have received your complimentary consultation,
email Jay from WeekendDating.com at info@WeekendDating.com.
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
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
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 email@example.com.
*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.