Iplangroup
iPlan Group, located in Westlake, OH, specializes in self-directed IRAs, empowering investors to take control of their financial futures. Founded by Jill Banner, who has over 20 years of leadership experience in the financial services industry, the company is dedicated to simplifying the investment process with a straightforward fee structure and a dedicated service team.
With a focus on education and support, iPlan Group provides resources to help both new and experienced investors navigate the complexities of self-directed investing. Their online portal offers 24/7 access for complete account management flexibility, ensuring that clients can make informed financial decisions tailored to their individual goals.
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