iPlan Group

Financial Services - Westlake, OH, US

iPlan Group Senior Management
Dolores Watson

Executive Assistant To Chief Executive Officer

Contact Dolores Watson

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iPlan Group Details

As an independent administrator, we process 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 Self-Directed IRA and are looking to connect with investors wanting to grow their retirement funds. Our company is where self-directed investors prosper by building and managing their wealth more efficiently and more effectively than ever before. We offer Traditional , Roth, Simplified Employee Pension(SEP) and Savings Incentive Match Plan for Employees(SIMPLE) IRAs. We also offer Coverdell Educational Savings Accounts and Health Savings Accounts. 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. (855) 604-7526(440) 484-5566info@iplangroup.comwww.iPlanGroup.com

iPlan Group logo, iPlan Group contact details
Website: iplangroup.com
Employees: 20 - 49
HQ: 855-604-7526
Location: Westlake, OH, US
Revenue: 5 - 10 Million
Self Directed IRA Self Directed Roth Simple IRA SEP IRA Individual IRA Precious Metals Non-Traditional Investing Real Estate Investing Real Estate Investments Infinite Banking Non-Traditional Investments IRA Real Estate Entity Investments Promissory Notes Alternative Investing Real Estate Tax Liens Roth IRA Coverdell HSA CESA Financial Services Financial Advisory Services
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