A Self-Directed IRA Helps You Take Control of Your Financial Future.
A Self-Directed IRA Helps You Take Control of Your Financial Future.
We understand the urgency of each investment. iPlanGroup is structured to keep the investing process as smooth, easy and efficient as possible for you.
Our online portal gives self-directed investors 24-hour access to their account for complete management flexibility.
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:
Stay Informed with the Latest News and Education throughout Your Self-Directed IRA Journey
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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.
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