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) 484-5566
info@iplangroup.com
www.iPlanGroup.com
Company Details
- Employees
- 13
- Founded
- -
- Address
- 28011 Clemens Road,
- Phone
- +1 440-484-5566
- in****@****oup.com
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- iplangroup.com
- Keywords
- Self Directed IRA, Self Directed Roth, Simple IRA, SEP IRA, Alternative Investing, Non-Traditional Investing, Real Estate Investments, Non-Traditional Investments, Entity Investments, Promissory Notes, Real Estate, Tax Liens, Roth IRA, Coverdell, HSA, CESA.
- HQ
- Westlake, Ohio
Iplangroup Questions
Iplangroup's helpline number is +1 440-484-5566
Iplangroup's website is iplangroup.com
Iplangroup's LinkedIn profile is https://www.linkedin.com/company/iplan-group
Iplangroup has
13 employees.
View email and phone details for 13
employees at Iplangroup.
Iplangroup's industry is
Financial Services
Iplangroup's top competitors are
Sageguard Wealth Management,
Diocese Of Cleveland,
Heritage Ira,
Ceo Concierge Llc,
Udirect Ira Services,
Digital Trust,
Spire Property Solutions, Llc,
Paul Murray Oil, Inc.,
Task-Wise Va Consultancy Inc.,
Scout Cpg.
Iplangroup's support email address is info@iplangroup.com
Iplangroup's categories are Financial Services
Iplangroup's founding year is 2011
