- iPlan is an independent firm built with you in mind that answers the question “is your money working as hard for you as you have worked for it?” We advise. Plain and simple. If it’s investments that you are interested in, as an Accredited Portfolio Manager (APMA®) iPlan can review and advise on your investments giving you peace of mind. As a Portfolio Manager, we have over 14 years of experience managing investment portfolios for both the individual and business owner.
As our logo states, we go beyond stocks and bonds by working with clients that want the security of knowing that their financial health will protect their lifestyle, assets, and needs. Because of this, we want you to live your life as if all your dreams have come true. Leave it to us to challenge your reality to catch up!!