LifePlan Group

LifePlan Group is a retirement planning and investment advisory firm on Creedmoor Road in Raleigh. It is independently owned, and the approach is personal: plans built around what a client actually wants out of the years ahead.

The advisors bring backgrounds in teaching and ministry, which shows in how they explain things. They work with individuals and families who are retired or within about ten years of it, and they hold both investment advisory and insurance licenses. That combination lets them build a plan and put it in place themselves.

What to know

• The firm’s mission of putting the client first dates back to 1996.
• Its current business structure was formed in 2003.
• Plans are matched to each client’s needs and tolerance for risk.
• Prospective clients start by scheduling a call with one of the advisors.