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

iPlanGroup's office will be closing early on Monday, October 31st at 4:00 PM EST. We will return to normal business hours on Tuesday, November 1st.

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 apologize for any inconvenience and are working quickly to resolve this issue.