What departments does LifePlan Group have?

LifePlan Group has employees across 3 departments including Finance, Marketing, Administrative.

What is the largest department at LifePlan Group?

The largest department at LifePlan Group is Finance with 3 employees.

Where are LifePlan Group employees located globally?

LifePlan Group has employees across 2 continents and 2 countries including Greece, United States Of America.

How has LifePlan Group's team size changed over time?

LifePlan Group's team has decreased from approximately 10 to 9 employees based on available data.

LifePlan Group Employee Directory

Financial ServicesNorth Carolina, United States2-10 Employees

LifePlan Group is a financial advisory firm based in Raleigh, North Carolina. It operates as a DBA for LifePlan Investment Advisors, INC, a registered investment advisory firm with the U.S. Securities and Exchange Commission, and LifePlan Tax and Insurance Group, INC, licensed to sell insurance. The firm concentrates on wealth management, retirement income planning, tax planning, and estate planning, aiming to help clients make prudent financial decisions and pursue a secure, independent retirement.

The organization is a small team serving clients from its Raleigh base. In August 2023, LifePlan Group announced a partnership with Green Chair Project Inc on the Sweeter Dreams initiative.

LifePlan Group Global Highlights

North America
14

United States Of America
14

Europe
1

Greece
1

LifePlan Group's Leadership

A. S.
President; Investment Advisor
Mobile Phone
Email
K. S.
Founder And Investment Advisor
Mobile Phone
Email
A. F. C.
Director Of Client Relations
Mobile Phone
Email
K. N.
Marketing Manager
Mobile Phone
Email
J. B.
Client Service Manager
Mobile Phone
Email
B. N.
Paraplanner
Mobile Phone
Email
R. W.
Investment Advisor
Mobile Phone
Email
K. R.
Board Member
Mobile Phone
Email

LifePlan Group Employee Metrics

100%

50%

0%

2026

2025

Banking
Business
Community & Social Services
Entrepreneurship
Accounting
Other

Contact profiles from LifePlan Group

Name

Title

Contact Info

Location

Last Update

A. S.
President; Investment Advisor
Mobile Phone
Email
Jun 25, 2026
K. S.
Founder And Investment Advisor
Mobile Phone
Email
United StatesNorth Carolina
Jun 24, 2026
A. F. C.
Director Of Client Relations
Mobile Phone
Email
United States
Jun 27, 2026
K. N.
Marketing Manager
Mobile Phone
Email
United StatesNorth Carolina
Jun 27, 2026
J. B.
Client Service Manager
Mobile Phone
Email
UNITED STATES
Oct 23, 2024
B. N.
Paraplanner
Mobile Phone
Email
Jun 29, 2026
R. W.
Investment Advisor
Mobile Phone
Email
United StatesNorth Carolina
Dec 02, 2025
K. R.
Board Member
Mobile Phone
Email
United StatesNorth Carolina
Apr 17, 2026
T. M.
Front Office Coordinator
Mobile Phone
Email
UNITED STATES
Mar 09, 2023
D. W.
Director Of Administration / Chief Of Staff / Ea
Mobile Phone
Email
United StatesNorth Carolina
Jun 26, 2026

Frequently Asked Questions

What is LifePlan Group known for?

LifePlan Group was founded in 2003 operates in the Financial Services industry. The company's main headquarters is located in 7201 Creedmoor Road Suite 147 Raleigh, North Carolina United States; you can contact the main corporate office by phone at

+1-919-858-****

. Explore LifePlan Group's company overview page for more information.

What is LifePlan Group's most common email format?

LifePlan Group employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more LifePlan Group email formats with LeadIQ.

How many employees does LifePlan Group have currently?

LifePlan Group has approximately 9 employees as of June 2026. These team members are located across 2 continents, including North AmericaEurope.

Who are LifePlan Group's key employees and leadership?

As of June 2026, LifePlan Group's key employees include:

President; Investment Advisor: A. S.
Founder And Investment Advisor: K. S.
Director Of Client Relations: A. F. C.
Marketing Manager: K. N.
Client Service Manager: J. B.

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LifePlan Group Employee Directory

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