Legal, Privacy & Copyright

The content on this website is provided for educational and informational purposes only and does not constitute investment, tax, legal, accounting, or insurance advice. Use of this website, any calculator, engine, or report does not create an advisory relationship with Wealth Protection Advisory; an advisory relationship is established only through a written agreement. Investment Advisory Services are offered through Brookstone Capital Management, LLC, a Registered Investment Advisor. Wealth Protection Advisory is an independent firm. All investing involves risk, including possible loss of principal, and past performance is not indicative of future results. Insurance products are offered separately through appropriately licensed professionals and are subject to carrier underwriting, terms, and limitations. Any hypothetical results, projections, or illustrations are based on assumptions and are not guarantees of any financial outcome. By using this website you acknowledge and agree to these terms.

Investment Advisory Services are offered through Brookstone Capital Management, LLC, a Registered Investment Advisor. Wealth Protection Advisory is an independent firm. Advisory services are offered only to clients or prospective clients where Wealth Protection Advisory and its representatives are properly licensed or exempt from licensure. Nothing on this website should be construed as a solicitation to buy or sell any security in any jurisdiction where such an offer or solicitation would be unlawful.

We collect only the information you voluntarily provide through our website, engines, and forms (such as your name, email, phone, and the planning inputs you submit). This information is used to prepare educational analyses, to respond to your requests, and to allow a WPA advisor to follow up. We do not sell, rent, or syndicate prospect data.

Files you upload for review are stored privately and retained only as long as needed to prepare a confidential review or as required by law. Site analytics may be collected in aggregate to improve the website. You can request that we delete your submitted information at any time by contacting us.

By using this website you agree that the content, calculators, engines, reports, and downloadable materials are provided on an "as is" basis for educational and informational purposes only, without warranties of any kind. Your use of the site, any engine, or any generated report is at your sole risk and does not create an advisory, fiduciary, or client relationship, which is established only through a written agreement.

You agree not to reverse engineer, scrape, republish, or use the website's proprietary content, methodologies, or software for commercial purposes without prior written consent from Wealth Protection Advisory.

Copyright © 2026 Wealth Protection Advisory. All Rights Reserved.

The WPA Wealth Intelligence Suite™, Portfolio MRI™, Retirement Income MRI™, Roth Conversion Analyzer™, Tax Reduction Opportunity MRI™, Risk Tolerance Profiler™, and all related planning methodologies, analytical models, software, source code, algorithms, reports, scoring systems, graphics, written content, website design, user interfaces, databases, educational materials, and proprietary planning processes are the exclusive intellectual property of Wealth Protection Advisory unless otherwise noted.

No portion of this website, software, planning engines, reports, calculations, methodologies, graphics, text, downloadable materials, or proprietary analytical systems may be copied, reproduced, modified, distributed, published, reverse engineered, transmitted, stored, displayed, licensed, sold, or used for commercial purposes without prior written consent.

Unauthorized use may violate United States copyright, trademark, trade secret, and other intellectual property laws.

All proprietary planning frameworks, scoring rubrics, engine outputs, and internal methodologies developed by Wealth Protection Advisory — including the Designer DB Plus® strategy and the WPA Wealth Intelligence Suite™ — are protected as intellectual property, including as trade secrets where applicable. Access to and use of these materials is granted solely for personal, non-commercial, educational review.

WPA Wealth Intelligence Suite™, Portfolio MRI™, AI Portfolio MRI™, Retirement Income MRI™, Roth Conversion Analyzer™, Tax Reduction Opportunity MRI™, Risk Tolerance Profiler™, LifeDesignIQ™, and Designer DB Plus® are trademarks or registered trademarks of Wealth Protection Advisory. All other trademarks referenced on this website are the property of their respective owners.

Portions of this report may include AI-assisted explanations generated from the information you provided together with proprietary planning methodologies. AI-generated content is educational only and is not individualized investment, tax, legal, accounting, or insurance advice.

The information contained in this report has been generated using user-provided data together with planning assumptions and proprietary analytical models developed by Wealth Protection Advisory. Results are hypothetical, educational, and are not guarantees of future performance, tax savings, retirement income, insurance benefits, or any financial outcome. Investment Advisory Services are offered through Brookstone Capital Management, LLC, a Registered Investment Advisor. Wealth Protection Advisory does not provide tax, legal, or accounting advice.

Every engine within the WPA Wealth Intelligence Suite™ produces preliminary indicators based only on the information you provide, together with planning assumptions and simplified mathematical models. No engine output is a recommendation to buy, sell, hold, convert, contribute to, or terminate any security, account, plan, or insurance product. Any recommendation requires verification by a WPA financial advisor working with your tax and legal professionals when appropriate.

Registered Investment Advisors and Investment Advisor Representatives act as fiduciaries for all of our investment management clients. We have an obligation to act in the best interests of our clients and to make full disclosure of any conflicts of interest. Please refer to our firm brochure, the ADV 2A item 4, for additional information.

Any comments regarding guaranteed income streams refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Fixed Insurance and Annuity product guarantees are subject to the claims-paying ability of the issuing company and are not offered by Brookstone.

Wealth Protection Advisory is not affiliated with or endorsed by the Social Security Administration or any other government agency.

To the fullest extent permitted by law, Wealth Protection Advisory, its officers, employees, agents, and affiliates shall not be liable for any direct, indirect, incidental, consequential, special, exemplary, or punitive damages arising out of or related to your use of this website, any engine, any report, or any content, including but not limited to damages for lost profits, lost data, or business interruption, even if advised of the possibility of such damages.

Wealth Protection Advisory is committed to making its website accessible to the widest possible audience, including users of assistive technology. We work to conform to the Web Content Accessibility Guidelines (WCAG) 2.1 Level AA and continuously improve the accessibility of our site. If you experience a barrier to accessing content on this website, please contact us and we will work with you to provide the information you need.