LifePlan Group
Why pick this one
LifePlan Group has been providing personalized retirement planning and financial advisory services for over 22 years and emphasizes a unique LifePlan Map for clients.
Best for
- individuals and families nearing retirement
- clients seeking holistic financial planning
- those requiring tailored investment solutions
Look elsewhere if
- looking for vague advisory services
- interested in generic financial products without personalization
Specialties
- retirement planning
- comprehensive financial planning
- investment advisory
- tax strategies
- estate planning
Certifications
- investment advisor
- insurance licensed
What makes them different
- offering a personalized financial planning process with the LifePlan Map
- active partnership with local estate attorneys and CPAs
- proprietary interactive planning software for visual financial impact analysis
- focus on creating income and minimizing financial risk
- Response time
- next business day
- Years in business
- 22
- Serves
- Raleigh
Distilled from this business's own website.
Contact & Location
- Address
- 7201 Creedmoor Rd Ste 147, Raleigh, NC 27613
- Phone
- 9198586119
- Website
- http://www.lifeplangroup.com/
Services
- financial advisory
- retirement investment
- tax planning
- healthcare financial solutions
- legacy planning