LifePlan Group
Highly Engaged Employees
Highly Engaged EmployeesFinance · North Carolina, United States · 1-10 Employees
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Overview
Headquarters
8341 Bandford Way Ste 107, Raleigh, Nort...Phone Number
(919) 858-6119Website
www.lifeplangroup.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
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ZI Rank
1
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About LifePlan Group
LifePlan Group is a retirement planning investment advisory firm that focuses on providing personalized financial plans tailored to individual dreams and goals. Founded by Ken and Alex Sutherland, the firm emphasizes exceptional service and a client-first approach, ensuring that clients feel confident in their financial decisions. With a comprehensive LifePlan Map, they guide clients through investing, tax, risk, and estate strategies. The firm aims to help clients live fully in the present while preparing for their desired future.Explore more
LifePlan Group Org Chart
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LifePlan Group is experiencing very low activity levels compared to other companies in the Finance sector.
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LifePlan Group Tech Stack
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LifePlan Group is a retirement planning investment advisory firm that focuses on providing personalized financial plans tailored to individual dreams and goals. Founded by Ken and Alex Sutherland, the firm emphasizes exceptional service and a client-first approach, ensuring that clients feel confident in their financial decisions. With a comprehens... Read More
