iPlanGroup Email Format
Financial ServicesOhio, United States11-50 Employees
iPlanGroup is a financial services firm based in Westlake, Ohio, that operates as an independent administrator for self-directed retirement accounts. It handles the processing of investment transactions directed by clients and provides administration, recordkeeping, and tax reporting for Self-Directed IRAs. The company supports a range of retirement vehicles, including Traditional, Roth, SEP, and SIMPLE IRAs, as well as Coverdell Education Savings Accounts and Health Savings Accounts, targeting investors seeking to grow their retirement funds. As an independent, passive administrator, iPlanGroup does not provide investment advice and emphasizes clearly detailed fees paired with a single point of contact—the Client Relationship Specialist—who oversees a multidisciplinary team. Online account access supports convenient monitoring for a small to midsize client base.