iPlan Group, LLC., Westlake

What services does your business offer and what makes your business stand out from the competition?
iPlanGroup was started for investors, by investors. Our employers use their own IRA's to Self-Direct and Invest, so we understand the urgency and necessity to have things done right the first time. Contact your personal team with questions and get started to retirement freedom today!

What was the inspiration to start or run this business?
After attempting to invest her IRA at an IRA custodian that had confusing forms & a call center with staff that didn't seem to understand her needs, our owner decided to create her own Self-Directed IRA Admin. We were formed specifically to make it easier for you, so you can focus on the next deal.

What do you love most about your job?
Having worked in the industry for many years, I can honestly say I love working for iPlanGroup because our customers are happy. We treat them like family and in return, they respect us and treat us the same. It make's it easier to get through the day and help our clients increase their savings!

What is the best reaction you've ever gotten from a customer?
iPlan touts their service model as one of their key differentiators and that was evident throughout the account opening & investment process. The team at iPlanGroup really made everything easy and before my account had even been open a week, I had already made my first real estate investment.