Our Team

Our Real Estate Professionals, Consultants, Project Managers, Engineers, Attorneys,  and Expense Auditors  work together seamlessly to restructure uncovered Expense Reductions , Specialized Tax Incentives to meet your Personal,Real Estate and Business Objectives.

If you would like to schedule a 15 minute no cost or obligation online Virtual Video Tele-Consultation to complete your analysis please 

Click Here to to schedule an appointment.


​​We serve a wide range of clientele, and every client relationship is valued greatly and treated with dignity and respect. Each engagement benefits from the depth and breadth of our expertise.

Comprehensive Financial, Real Estate and Business Consulting Services you can trust.


iPlanforit has a well-deserved reputation of excellence in providing smart, sensible, and cost-effective business solutions for our clients.


iPlanforit Inc. is a multi-disciplined firm with a v​ast breadth of over 100 years of experience and expertise in personal business advising . We provide comprehensive services to a diverse group of professionals, corporate executives, private individuals, privately owned businesses desiring sp​ecialized services. Our company was formed on the premises that a client's financial needs are best served by professionals who have the knowledge, ability, and desire to service ALL of the client's needs. We are dedicated to addressing these and all other issues that impact our clients' financial lives.

​iPlanforit.com is committed to putting your interests first. We have NO proprietary products or services. iPlanforit.com believes that the use of proprietary products creates an inherent conflict with the best interests of the client.  Since our fee is based on our performance​, we can pick and choose only the best services for our clients without any bias on our part.  You can be assured that your interests will always come first. Lastly, you know exactly how much we are compensated for before we make any specific recommendations.  Our greatest satisfaction comes from helping people enjoy financial success.

Our Mission

Business With

We provide effective and knowledgeable representation for you and your business.

There's no substitution for the best.


Dedicated and Loyal Advisors 

The complex, important, and often ground-breaking international business matters on which we work can attract the best and brightest. 


We Treat You with Respect

Whether your business is looking to increase its revenue, decrease its expenses, or add ancillary services we’re committed to providing you with consulting support and our knowledge. We approach every client with a focus on integrity, advocacy, and understanding. 

With our combined knowledge in  Business Management Consulting, Financial Services and Real Estate  we provide effective and comprehensive representation for you and  or your business. Our reputation and history of successful companies and clients speak for themselves. We pride ourselves in helping businesses large or small, that simply need to know how to proceed in today's economy.