​​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 schedule an appointment.

  • Learn How You Can Benefit with iPlanforit:

  • Converting your Debt into Wealth

  • Real Estate Investing

  • The Purchase or Sell of a home 

  • Our Prefered Lending Partner

  • Private Money Lending

  • College Planning Services

  • Mergers and Acquisition / Business Brokerage​​

  • Business Management Consultant and Development

  • Exit Planning Strategy 

  • Corporate Restructuring

  • Accounting Services

  • Capital Financing

  • Revenue Recovery

  • Specialized Tax Incentives

  • Expense Reduction Strategies

​​​​​​​​​​​​​"As your Advisor we work with you using the most up to date

technology to deliver the results and experience you expect."

Who we serve

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

Some of the people ​we ​serve are:

  • Real Estate Investors and Developers
  • New Home Subdivisions 
  • Home buyers/Home sellers
  • College Planning Services for Student
  • Physician Practices
  • Tele-Medicine Platforms
  • Software Development
  • Architects and Engineers 
  • Commercial Property Owners
  • Manufacturers
  • Automotive Dealerships
  • Hotels and Golf Courses
  • Restaurants
  • Online Retailers

Welcome to iplanforit 


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.