LifePlan Group

Life Plan Group

Financial Services, 8341 Bandford Way Ste 107, Raleigh, North Carolina, 27615, United States, 1-10 Employees

lifeplangroup.com

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Who is LIFEPLAN GROUP

We are financial advisors helping our clients make wise financial decisions. We specialize in Wealth Management, Retirement Income Planning, Tax Planning, and Estate Planning. Our goal is...

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  • 8341 Bandford Way Ste 107, Raleigh, North Carolina, 27615, United States Headquarters: 8341 Bandford Way Ste 107, Raleigh, North Carolina, 27615, United States
  • 2003 Date Founded: 2003
  • 1-10 Employees: 1-10
  • dollar-icon Revenue: $1 Million to $5 Million
  • tech-icon Active Tech Stack: See technologies

industries-icon Industry: Financial Services

SIC SIC Code: 6211

checked-icon Does something look wrong? Fix it. | View contact records from LIFEPLAN GROUP

LifePlan Group Org Chart and Mapping

Employees

Allison Couzens

Director of Client Relations

Ashley Nagy

Director of Client Service and Operations

Alex Sutherland

President; Investment Advisor

Ken Sutherland

Founder and Investment Advisor

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Frequently Asked Questions Regarding LifePlan Group

Answer: LifePlan Group's headquarters are located at 8341 Bandford Way Ste 107, Raleigh, North Carolina, 27615, United States

Answer: LifePlan Group's official website is https://lifeplangroup.com

Answer: LifePlan Group's revenue is $1 Million to $5 Million

Answer: LifePlan Group's SIC: 6211

Answer: LifePlan Group has 1-10 employees

Answer: LifePlan Group is in Financial Services

Answer: LifePlan Group contact info: Phone number: Website: https://lifeplangroup.com

Answer: We are financial advisors helping our clients make wise financial decisions. We specialize in Wealth Management, Retirement Income Planning, Tax Planning, and Estate Planning. Our goal is to help keep our clients on the path towards financial security and independence because everyone deserves a secure, independent retirement. LifePlan Group is a DBA for LifePlan Investment Advisors, INC, a Registered Investment Advisory Firm registered with the U.S. Securities and Exchange Commission; and LifePlan Tax and Insurance Group, INC a firm licensed to sell insurance. Any media logos and/or trademarks contained herein are the property of their respective owners and no endorsement by those owners of LifePlan Group or their advisors is stated or implied. Appearances in media outlets were obtained through a paid PR firm.

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