We’re glad to see you’re about to take the first step towards taking control
of your retirement by scheduling your 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 and the next steps to achieve your goals

Steps to follow

– Schedule a day/time that works for you
– Complete your IRA Strategy Profile
– Open a self-directed account
– Invest in what you know
– Enjoy the retirement you created

Make an appointment

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

iPlanGroup will be closed at 3:00pm est on Wednesday, Nov. 25th, through Friday, Nov. 27th in observance of the Thanksgiving Holiday.
We will resume normal business hours, Monday Nov. 30th. We apologize for any inconvenience and wish you a happy holiday.