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


28011 Clemens Road, Suite B
Westlake, OH 44145
P: 855-604-7526 (1.855.60i.Plan)
F: 440-815-2214

If you are attempting to reach us via our 855-604-7526 number, due to technical difficulties we may not be receiving your calls.

Please contact us using our local number instead, at 440-484-5566.


We are currently experiencing issues with our online client service portal;

Please keep in mind when viewing your transactions, it may not be showing the most up to date transactions.

We apologize for any inconvenience and are working quickly to resolve these issues.