Our Self-Directed IRA Partners

Our preferred custodial partner is Iplan group.

About Iplan Group

Iplan Group was founded on the belief that Self-Directed investors, given the right tools, can take control of their retirement and truly diversify their portfolio into other asset classes.

Among the most exciting aspects of our company is the extensive planning we’ve done and the great care taken to successfully enter the Self-Directed retirement market. Our team shares a singular focus – the needs of you – the Self-Directed retirement investor and second, clearly defining the areas where we can add the most value to you. This, along with our investment in the company’s infrastructure, ensures our ability to offer significant scalability to exceed your expectations now and into the future.

We also provides 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.

Make a link of this below and call it on a button  account transfer forms.

https://www.iplangroup.com/wp-content/uploads/2014/10/Account-Transfer-Request-Form-Rev-10-01-14.pdf