LifePlan Group

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

We are excited to see you on Wednesday for our October Educational Events to discuss Medicare and Healthcare. See you th...
10/12/2026

We are excited to see you on Wednesday for our October Educational Events to discuss Medicare and Healthcare. See you there!

Whether it’s back-to-school shopping or youth sports costs, LifePlan Group President and Advisor, Alex Sutherland, knows...
10/07/2026

Whether it’s back-to-school shopping or youth sports costs, LifePlan Group President and Advisor, Alex Sutherland, knows the importance of budgeting for those added expenses as a father of three. Alex joined Greg Funderburg on WNCNTV to share strategies to help families balance spending and saving for their future goals.

Watch the "Budgeting for Youth Sports" interview here: https://www.lifeplangroup.com/media

The cost of college isn’t getting any cheaper, and that includes borrowing money for student loans. LifePlan Group Presi...
10/02/2026

The cost of college isn’t getting any cheaper, and that includes borrowing money for student loans. LifePlan Group President and Advisor, Alex Sutherland, joined WRALTV to discuss rising interest rates, what students need to consider before signing on the dotted line, and how parents can support their children without mortgaging their own financial future.

Watch the "Student Loan Considerations" segment here: https://www.lifeplangroup.com/media

The number of Americans invested in the stock market has dropped slightly over the last year. Whatever the reason, LifeP...
09/23/2026

The number of Americans invested in the stock market has dropped slightly over the last year. Whatever the reason, LifePlan Group President and Advisor, Alex Sutherland, encourages everyone to get invested, if they can. Alex joined WRALTV to explain why and share tips for beginners looking to start their investing journey.

Watch the "Stock Market Strategies" segment here: https://www.lifeplangroup.com/media

Last week we hosted our annual State of the Economy Event at the North Carolina Museum of Natural Science! Our 2026 Keyn...
09/16/2026

Last week we hosted our annual State of the Economy Event at the North Carolina Museum of Natural Science! Our 2026 Keynote Speaker was David Berger, the Sally Dalton Robinson Professor of Economics at Duke University. Thank you to our clients for joining us, to David for sharing his insight, and to everyone else who helped make the evening a success!

Many factors can affect a person’s happiness. From your emotional and physical health to your job satisfaction and where...
09/11/2026

Many factors can affect a person’s happiness. From your emotional and physical health to your job satisfaction and where you live. But what about money? Can money buy you happiness? LifePlan Group President and Advisor, Alex Sutherland, joined WRALTV to discuss how money and happiness are connected and why having a financial plan could be the key.

Watch the "Money and Happiness" interview here: https://www.lifeplangroup.com/media

09/08/2026

This week, LifePlan Group is hosting our Annual State of the Economy Event and we are happy to return to the North Carolina Museum of Natural Science for another year.

This event is a favorite among our clients as they get to hear economic insight from our keynote speaker and enjoy time with the LifePlan community. We look forward to the presentation from our 2026 keynote speaker, David Berger, who is the Sally Dalton Robinson Professor of Economics at Duke University.

LifePlan Group President and Advisor, Alex Sutherland, sat down with WRAL-TV last month to share financial tips for the ...
07/08/2026

LifePlan Group President and Advisor, Alex Sutherland, sat down with WRAL-TV last month to share financial tips for the second half of 2026.

When budgets are tight, some people tend to focus on the present and forget about their long-term future. While that’s an understandable feeling, Alex encourages people to be proactive with their finances in order to achieve financial independence.

Watch the segment here: https://www.lifeplangroup.com/media

Wishing you a Happy 4th of July from all of us at LifePlan Group! We hope you have a fun and safe holiday!
07/04/2026

Wishing you a Happy 4th of July from all of us at LifePlan Group! We hope you have a fun and safe holiday!

Every summer, our firm takes a week-long break to allow our team to recharge. This year, our office will be closed from ...
06/26/2026

Every summer, our firm takes a week-long break to allow our team to recharge. This year, our office will be closed from Monday, June 29th to Friday, July 3rd. Have a fantastic week and a wonderful 4th of July weekend!

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

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