iPlanforit, Inc. is a multi-disciplined firm with a vast breadth of experience and expertise in tax, finance, law, insurance, real estate and business management. We provide comprehensive financial Planning for the real estate and business planning services to a diverse group of professionals, corporate executives, private individuals, families, and privately owned businesses desiring specialized services.
iPlanforit, Inc. is a company dedicated to offering our clients a true "one-stop shop" for all your financial and needs. Our clients receive the highest quality advice and service that is tailored to each individual's specific needs and desires. Our advice is thorough, organized, easy to follow and above all, consistent.
Our company was formed on the premise that a client's financial needs are best served by professionals who have the knowledge, ability and desire to service ALL of a clients needs.
At iPlanforit, Inc. the financial consulting process begins with a meeting during which we talk informally and become comfortable with each other. We thoroughly explain our philosophy, our structure and begin to get a sense of your specific financial situation and goals. At the second meeting options are discussed in depth, while we continue to evaluate your current situation.