iPlan Group, LLC.

More Info

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.

Email

Self Directed IRA

BBB Rating

A+

BBB Rating and Accreditation information may be delayed up to a week.

Extra Phones

Main Office: (440) 484-5566

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

Brands

Self Directed IRA

Payment method

jcb, master card, visa, amex, check, company card, debit, discover

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.

Other Link

Self Directed IRA Investments

Categories

Investments, Retirement Planning Services

Reviews

Details

Phone: (855) 604-7526

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

Website: Self Directed IRA Investments