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

Check my


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