Ever Dreamed Of…

Investing in a winery or a rental house on the beach?

Become the Hero

Of Your Own Story

  • Are You

    Transitioning Employment?

    Learn How to Take Control of Your Future Now!

    Empower Yourself Here

  • Are You

    Existing Self-Directed Investor?

    And are Wondering What to Do Next?

    Get Ideas Here

  • Are You

    A Subject Matter Expert?

    A ”Guru,” or Financial Advisor?

    Learn More Here


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Take It From

Our Customers

  • My wife and I had multiple accounts that needed transferred and the team at iPlanGroup was able to meet with us face to face, answer all of our questions, and have our accounts set up very quickly and without any hassle. - Mike G.

  • Kayla… Thanks for supporting us with your exemplary service through this slloooow process - Sharon H.

  • Thanks so much Whitney for taking the time to help with the check issue. I appreciate you taking the time to conference on the phone too. - Ryan W.

  • You all are always so calm in explaining everything, you make it easy to understand my options. - Jim G.

  • I am so happy that a friend told me about iPlanGroup. They made the process of opening and funding my account so easy and quick that I was able to make a real estate investment the very first week! - Ellen T.