About Us

Our company was founded on the belief that Self-Directed investors, given the right tools, can take control of their retirement and truly diversify their portfolio into other asset classes

Welcome to iPlanGroup

Among the most exciting aspects of our company is the extensive planning we’ve done and the great care taken to successfully enter the Self-Directed retirement market. Our team shares a singular focus – the needs of you – the Self-Directed retirement investor and second, clearly defining the areas where we can add the most value to you. This, along with our investment in the company’s infrastructure, ensures our ability to offer significant scalability to exceed your expectations now and into the future.

We also provide a single point of contact, a Client Relationship Specialist, who supervises the delivery of excellent service from a highly experienced, multidisciplinary team of specialists. Our Client Relationship Specialists truly understand your unique needs as a Self-Directed investor and all having backgrounds in financial services with a wide range of experience gives you more personalized attention to attain your specific goals.

Offering no investment advice or promoting any investments, we are an independent, passive administrator offering you unparalleled service and support with a simplified fee structure. Our fees are clearly detailed allowing you to easily see the superior value provided by choosing us as your retirement savings partner. Online access to your account information allows you to monitor your account anytime, whenever it’s convenient for you.

Request An Info Kit

Everything you need to know about establishing a Self-Directed IRA.

Get Our Fee Schedule

Fee Schedule for Traditional, Roth, SEP, SIMPLE, CESA & HSA Accounts.

Schedule A Strategy Session

A Free 30 minute session to help you with the next steps to achieve your goals

Meet Your Team

Our company is a made up of talented professionals who are both dedicated and dynamic, with each bringing extraordinary value and significant experience to the firm. We work together in a seamless manner to do what we do best – serve you and deliver consistent excellence.

Jill Banner - Chief Executive Officer

Jill Banner

Chief Executive Officer
Email: Jill
Whitney - Sr. Accounts Receivable Specialist

Whitney Kauffman

Sr. Accounts Receivable Specialist
Email: Whitney
Kayla - Senior Investment Coordinator

Kayla Wilmot

Senior Investment Coordinator
Email: Kayla
 
Nicole - Enrollment Specialist

Nicole Scott

Enrollment Specialist
Email: Nicole
Christy Lanser - Accounts Receivable Specialist

Christy Lanser

Accounts Receivable Specialist
Email: Christy
 
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.

iPlanGroup

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