About Us

Built By Investors, For Investors

Take the Next Step with Our Dedicated Team

We empower Self-Directed IRA investors to grow tax-advantaged wealth and retirement savings through alternative investments. As an independent, passive administrator, our focus is simple: Your needs as an investor.

Our Founder and CEO

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 own way. She’s a nationally recognized speaker and authority on Self-Directed IRAs and non-traditional investments.

Working with Our Team

As a Self-Directed IRA investor, you’re in complete control of your financial assets. We provide you with the resources, service, and support you need to manage and grow your wealth. Here’s a quick overview of our top benefits:

    • 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.
    • 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.
    • Dedicated service team. With our firm, you are connected to an experienced team that works to understand your investment goals and support your needs.
    • 24/7 online access. Our online portal gives self-directed investors 24-hour access to their account for complete management flexibility.

Self-Directed Insights

Get fresh, alternative insights and the latest news and education on Self-Directed Investing.