iPlan Group, LLC.
Investments, Retirement Planning Services
CLOSED NOW:
9:00 am - 5:00 pm
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Annuity General
Serving the Westlake area.
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Retirement Driven By You
- HoursCLOSED NOW
- Regular Hours:
Mon - Fri Sat - Sun Closed - Phone:
Main - 855-604-7526
Main Office - 440-484-5566
- Address:
- 27887 Clemens Rd Ste 3 Westlake, OH 44145
- Email:
- Link:
- 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
- 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.
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.
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