LifePlan Group is a retirement planning investment advisory firm based in Zebulon, NC, offering personalized financial plans and exceptional retirement plans for over 22 years. Founded by Ken Sutherland and Alex Sutherland, LifePlan Group prioritizes putting the client first, listening to their dreams, establishing goals, and creating comprehensive financial plans to help clients live the life they wish to live.
With a personal approach and a mission to provide financial confidence, LifePlan Group combines technical skills in investing, tax, risk, and estate strategies with a thorough and understandable LifePlan Map, ensuring clients have the confidence to live fully and not postpone their dreams. As an independently owned firm, LifePlan Group offers services in states where they are registered or licensed, and their team of advisors, including Ken Sutherland and Alex Sutherland, are dedicated to helping clients envision and achieve their retirement dreams.
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