Retirement Driven By You

As an independent administrator, iPlanGroup processes the investment transactions you direct us to do on behalf of your retirement account. Additionally, we provide account administration, recordkeeping and tax reporting for your account. iPlanGroup is where self-directed investors prosper by building and managing their wealth more efficiently and more effectively than ever before.

Invest In What You Know

Take control of your future.

Real Estate

Thinking about investing in a rental property? Experts say low home prices combined with low interest rates make this the best time in years to become a real-estate investor. Learn more →

Alternative Investments

There is an almost endless supply of things your can invest your IRA in. Give us a call to discuss your options. Learn more →

Free Retirement Blueprint

You want to self direct but don’t know where to start?
Download our completely FREE retirement blueprint!

CESA Basics

Funding a college or university education can be tough. On top of hunting for all the grants and scholarships you ...
Read More
Maggie and Alex

Meet Two Of Our Young Investors

Alex and Maggie are already saving for college and own Real Estate! How? They both have a Coverdell Education Savings ...
Read More

The Benefits of a SEP IRA

Are you self-employed and in need of a tax deduction? A Simplified Employee Pension (SEP) IRA may be the perfect ...
Read More
REIT vs Direct Investing

REIT vs Direct Investing

When looking to add something to your financial portfolio that will add to your current portfolio of funds, real estate ...
Read More

Stay in Touch

Stay updated on releases and new information from iPlanGroup.
Follow us on social media today!


28011 Clemens Road, Suite B
Westlake, OH 44145
P: 855-604-7526 (1.855.60i.Plan)
F: 440-815-2214