STRATEGY SESSION

We’re glad to see you’re about to take the first step towards taking control of your retirement by scheduling your Self-Directed IRA Strategy Session. During your session we’ll help identify the types of accounts you’re working with, your personal retirement goals, the types of investments available, discuss the next steps to achieve your goals. We’ll go over any questions you may have.

Helpful Items

Helpful Items

Before our session, if you have these couple items,
we’ll be able to maximize our time together.

Schedule Your Session Below


iPlanGroup

28011 Clemens Road, Suite B
Westlake, OH 44145
P: 855-604-7526 (1.855.60i.Plan)
F: 440-815-2214
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iPlanGroup's office will be closed on Monday, September 5th in observance of Labor Day. We will resume normal business hours on Tuesday, September 6th. Have a safe and happy Labor Day!

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