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

Before our session, if you have these couple items, we’ll be able to maximize our time together.

• iPlanGroup Info Kit
• Fee Schedule – (included in kit)

Schedule Your Session Below