Master Plan Advisory, Inc.
IMPORTANT CONSUMER INFORMATION:
This communication is strictly intended for individuals residing in the states listed below. No offers may be made or accepted from any resident outside the specific state(s) referenced.

A broker-dealer, investment advisor, BD agent, or IA representative may only transact business in a state if first registered appropriately. Follow-up or individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements.

For information concerning the licensing status or disciplinary history of a broker-dealer, investment advisor, BD agent, or IA representative, a consumer should contact his or her state securities law administrator.

Securities offered through United Planners Financial Services, Member FINRA/SIPC, Master Plan Advisory and United Planners are independent companies.

We are licensed to sell Insurance Products in the following states:
Florida, New Jersey, New York, Pennsylvania.

We are registered to sell Securities in the following states:
Florida, New Jersey, New York, Pennsylvania.


ENTER if you are a resident of one of the states listed above    EXIT if you do not reside in one of the states listed above