Grow Your Money
Your Way. You've Earned It.

A Self-Directed IRA Helps You Take Control of Your Financial Future.

I’m Just


And want to take control of my future.
I’m an


And want to diversify my portfolio.
I’m a


And want to educate my investors

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Working with Our Team

A Self-Directed IRA Helps You Take Control of Your Financial Future.

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Built by investors, for investors

We understand the urgency of each investment. iPlanGroup is structured to keep the investing process as smooth, easy and efficient as possible for you.

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Simplified fee structure
While other providers have complex fee structures, we keep it simple. We don’t charge transaction fees, which is especially important for new and more active investors.
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Dedicated service team
With our firm, you are connected to an experienced team that works to understand your investment goals and support your needs.
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24/7 online access

Our online portal gives self-directed investors 24-hour access to their account for complete management flexibility.

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Built By Investors, For Investors

Meet Jill Banner. With more than 20 years of leadership experience in the financial services industry, Jill founded iPlanGroup in 2012 based on the simple idea that investors deserve to manage their hard-earned wealth their way. She’s a nationally recognized speaker and authority on Self-Directed IRAs and non-traditional investments.

Jill Banner

Think Like a Savvy Investor

Whether you’re new to Self-Directed IRAs or you’re a seasoned veteran, it’s important to understand the fundamentals so you can make confident financial decisions. This helpful guide shares best practices for how to:

Built By Investors, For Investors

Stay Informed with the Latest News and Education throughout Your Self-Directed IRA Journey

Think Like a Savvy Investor

Stay up to date on the latest from iPlanGroup.

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iPlanGroup has no responsibility or involvement in selecting or evaluating any decisions you make for your account and cannot offer any investment, legal, or tax advice. We cannot guarantee, endorse, accredit, certify, or back any investment. We strongly encourage you to consult with the appropriate professional(s) licensed in that area before entering into any type of investment.

Contact Us

28011 Clemens Road, Suite B
Westlake, OH 44145

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