In Order For Us to Best Serve You
Please Select From the Following:

Want to
Schedule a Strategy Session?

Please click the button below if you are not a current client and want to schedule a strategy session.

Are You a Client?
Have a Question or Need Assistance?

Please click the button below if you are a current client with a question or who needs assistance with your account.

Are You a Client?
Ready to Open an Additional Account?

Please click the button below if you are a current client who would like to open an additional account.

iPlan Group

iPlanGroup has no responsibility or involvement in selecting or evaluating any decisions you make for your account and cannot offer any investment, legal, or tax advice. We cannot guarantee, endorse, accredit, certify, or back any investment. We strongly encourage you to consult with the appropriate professional(s) licensed in that area before entering into any type of investment.

Contact Us

Address:
28011 Clemens Road, Suite B
Westlake, OH 44145

© 2020 Iplangroup. All Rights Reserved.
Please contact us using the form below if you are an existing client needing assistance or have a question
If you are an existing client and are ready to open a second account please use this form to contact us.