Equity Planning Institute, Inc. 7910 Woodmont Avenue Suite 900 Bethesda, Maryland 20814 Map Phone: (301) 652-8702 Toll Free: 1-800-WLTHMAX Fax: (301) 652-9066   Let's Start a Conversation Email me or call for a chat or personal meeting. When we talk you are under no obligation whatsoever. You will be able to, just after a few minutes of conversation, know if I am the right person to be your Financial Professional. You will see for yourself the value of using a best-of-breed approach to striving to reach your maximum financial potential and taking some of the worry out of uncertainty. If you can't wait or want to ask a specific question, call me right now. Thank you for visiting my website. For additional information, questions, or comments, please enter the information requested in the fields below and click on submit or give us a call. Please allow me 2 to 3 business days to respond to your email request. Contact Form First Name: Last Name: Phone Number: E-Mail Address Address City: State Zip/Postal Code: Other Comments:

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Securities and Advisory Services offered through Representatives of Lincoln Financial Securities Corporation, member SIPC. Securities are offered to residents of: AZ, CA, CO, CT, DC, FL, GA, HI, IA, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, NC, NH, NJ, NM, NV, OH, OK, OR, PA, SC, SD, TX, UT, VA, VI, WA, WI & WV. Advisory Services offered to residents of Maryland.

In the state of NY, Insurance may be offered through LFS Marketing & Insurance Agency Corporation.

Lincoln Financial Securities Corporation and their representatives do not offer tax or legal advice. You should consult your individual tax or legal professional regarding your individual circumstances.

Equity Planning Institute is not affiliated with Lincoln Financial Securities or LFS Marketing & Insurance Agency Corporation.