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
X

iPlanGroup's office will be closed on Monday May 30th in observance of Memorial Day.
We will resume normal business hours on Tuesday May 31st.
Thank you to all of the men and women that have served our country. Have a safe and happy Memorial Day!

¤