LifePlan Group
Financial Advising
Why pick this one
LifePlan Group has been family-owned since 2003 and offers comprehensive retirement planning tailored to individual dreams and goals.
Best for
- individuals and families nearing retirement
- clients seeking personalized financial blueprints
- those looking for long-term financial advisors
Look elsewhere if
- uncomfortable with a highly personalized planning process
- seeking only investment product sales without comprehensive planning
Specialties
- comprehensive retirement planning
- customized financial blueprints
- tax strategies
- healthcare cost solutions
- legacy planning
Certifications
- investment advisors
- insurance licensed
What makes them different
- family-owned since 2003
- uses proprietary interactive planning software
- unique leather-bound LifePlan Map for clients
- close partnerships with local estate attorneys and CPAs
- Years in business
- 22
- Serves
- Raleigh
Distilled from this business's own website.
Contact & Location
- Address
- 7201 Creedmoor Rd, Raleigh, NC 27613-0001
- Phone
- +19198586119
- Website
- http://www.lifeplangroup.com/
Services
- financial advising
- retirement planning
- investment advisory