LifePlan Group

LifePlan Group

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

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!

06/19/2026

Happy Juneteenth from all of us at LifePlan Group!

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.

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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