LifePlan Group

LifePlan Group LifePlan Group is an independent Registered Investment Advisory firm located in Raleigh, North Carolina that specializes in retirement planning.

Our June Mileage Challenge is back! Every June we host our annual Mileage Challenge to raise money for our Ambassadors C...
06/01/2026

Our June Mileage Challenge is back! Every June we host our annual Mileage Challenge to raise money for our Ambassadors Club Partnership. This year, we're supporting the Inter-Faith Food Shuttle!

The challenge is simple: For each mile that our clients run, walk, swim, or bike, we donate $1 to the Inter-Faith Food Shuttle.

Visit www.lifeplangroup.com/mileagechallenge to submit your miles or view Mileage Challenge details.

05/29/2026

It’s important to revisit your finances seasonally to help keep your goals on track. As spring wraps up, it’s the perfect time for a review.

Take a look back at Alex Sutherland’s WRAL interview from last fall, where he shared 5 practical tips for staying focused on your financial goals.

Watch the full “Money Moves” segment below!

Happy Wednesday Morning from LifePlan Group! Be sure to join us for an upcoming Coffee & Conversation where coffee, brea...
05/27/2026

Happy Wednesday Morning from LifePlan Group! Be sure to join us for an upcoming Coffee & Conversation where coffee, breakfast, and helpful tips are our treat. We look forward to enjoying another morning with you in June!

05/22/2026

This Memorial Day, we honor and remember the brave men and women who made the ultimate sacrifice for our freedom.

Our office will be closed on Monday in observance of the holiday. We hope you have a great long weekend with family and friends.

Taking money out of your 401(k) early should be a last resort if you need quick access to cash. Not only will you pay a ...
05/21/2026

Taking money out of your 401(k) early should be a last resort if you need quick access to cash. Not only will you pay a penalty and taxes on that distribution, but you’ll also miss out on future compounding growth.

LifePlan Group President, Alex Sutherland, joined WRAL-TV to share the financial implications of dipping into your retirement savings, and offer alternative options. Watch the segment here: https://pulse.ly/hnwyt6edmf

Thank you to everyone who joined us for our Annual Client Picnic over the weekend! It was a great afternoon filled with ...
05/20/2026

Thank you to everyone who joined us for our Annual Client Picnic over the weekend! It was a great afternoon filled with conversation, connection, and time well spent together.

We’re grateful for the community we’ve built and always enjoy opportunities like this to step away from the day-to-day and simply connect with our clients!

Congrats to Brooks for passing the NC Life & Health Exams! In LifePlan Group fashion, we surprised Brooks with cupcakes ...
05/07/2026

Congrats to Brooks for passing the NC Life & Health Exams! In LifePlan Group fashion, we surprised Brooks with cupcakes to celebrate as a team!

As we head into May, we’re gearing up for one of our favorite traditions at LifePlan Group — our Annual Client Picnic! I...
05/01/2026

As we head into May, we’re gearing up for one of our favorite traditions at LifePlan Group — our Annual Client Picnic! It’s a chance to step away from the day-to-day and spend quality time with the incredible clients and families we’re proud to serve. We look forward to this event every year, and we can’t wait to connect, celebrate, and enjoy the day together.

Our semi-annual Shred Event was a success! At this event, our clients had the chance to securely shred and dispose of an...
04/30/2026

Our semi-annual Shred Event was a success! At this event, our clients had the chance to securely shred and dispose of any unwanted documents outside the LifePlan Group office. If you missed it, begin gathering your unwanted documents for next time!

April is a bustling time at LifePlan Group due to Tax Season! As we strive to offer our clients the best support possibl...
04/23/2026

April is a bustling time at LifePlan Group due to Tax Season! As we strive to offer our clients the best support possible, we took the opportunity to share knowledge through our April Educational Events. At the four events this month, clients enjoyed complimentary food and drinks while learning valuable strategies to keep in mind for their 2026 Taxes. Of course, we're committed to supporting our clients in making these crucial decisions every step of the way!

Address

7201 Creedmoor Road STE 147
Raleigh, NC
27613

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 1pm

Website

Alerts

Be the first to know and let us send you an email when LifePlan Group posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Shortcuts

Share

Category