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      Details

      Retirement Driven By You

      General Info

      iPlan Group is a Self-directed IRA administrator. Serving clients in all 50 States, IPG helps investors to learn more about how they can invest in what they know, like real estate, within their IRA.

      HoursOPEN NOW
      Regular Hours:
      Mon - Fri
      Sat - SunClosed

      Contact Info

      Phone:

      Main - 855-604-7526

      Main Office - 440-484-5566

      Address:
      27887 Clemens Rd Ste 3 Westlake, OH 44145
      Email:

      Link:

      Self Directed IRA Investments

      Reviews

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      Categories
      Investments, Retirement Planning Services
      Services / Products
      * As an independent administrator, iplangroup processes the investment transactions you direct us to do on behalf of your retirement account.Residential Real Estate (including: apartments, duplexes, and single family homes)Commercial Real EstateUndeveloped or Raw LandReal Estate Notes (mortgages and deeds of trusts)Tax Lien CertificatesREITs (Real Estate Investment Trusts)Foreign CurrenciesPrecious Metals (certain restrictions apply)Managed FuturesHedge FundsPrivate Stock Offerings/Private PlacementsPromissory NotesPrivate Limited Partnerships, Limited Liability Companies, and C corporationsOil and Gas InvestmentsJudgments/Structured Settlements Notes Secured by AutomobileAccounts Receivable FinancingEquipment LeasingMutual FundsPublicly traded stocks, bonds, mutual funds
      Payment Options
      jcb, master card, visa, amex, check, company card, debit, discover
      Brands
      Self Directed IRA
      Amenities
      Our fees are clearly detailed allowing you to easily see the superior value provided by choosing us as your retirement savings partner. Online access to your account information allows you to monitor your account anytime, whenever it is convenient for you.
      Associations
      Jill Banner, Chief Executive Officer: Jill has over twenty years of experience in the insurance and financial services industry. Additionally, she is a successful real estate investor. Jill has been investing in real estate and tax lien certificates inside of her IRA for nearly thirteen years. She brings creativity, talent and is a driving force in the firm’s success.Gary W. Elsmore, President: Gary’s extensive financial services industry experience has been instrumental in developing iplangroup’s vision, strategic planning, corporate culture, and its unique client service model. Spanning a career of over thirty years, Gary is an Expert when it comes to finding and maximizing your investment opportunities.
      Data provided by one or more of the following: Thryv, Data Axle, Yext.