LifePlan Group Email Formats

Financial Services • Raleigh, North Carolina, United States • 1-10 Employees

LifePlan Group Email Formats

LifePlan Group uses 2 email formats. The most common is {first initial} (e.g., j@lifeplangroup.com), used 77.8% of the time.

Format	Example	Percentage
{first initial}	j@lifeplangroup.com	77.8%
{first name}	john@lifeplangroup.com	22.2%

Key Contacts at LifePlan Group

Allison Filbert Couzens

Director Of Client Relations

Ken Sutherland

Founder And Investment Advisor

Company overview

Headquarters	7201 Creedmoor Rd, Suite 147, Raleigh, North Carolina 27613, US
Phone number	+14025982167
Website	lifeplangroup.com
NAICS	52
SIC	628
Keywords	Tax Planning, Wealth Management, Estate Planning, Retirement Income Planning
Founded	2003
Employees	1-10
Socials

About LifePlan Group

We are financial advisors helping our clients make wise financial decisions. We specialize in Wealth Management, Retirement Income Planning, Tax Planning, and Estate Planning. Our goal is to help keep our clients on the path towards financial security and independence because everyone deserves a secure, independent retirement. LifePlan Group is a DBA for LifePlan Investment Advisors, INC, a Registered Investment Advisory Firm registered with the U.S. Securities and Exchange Commission; and LifePlan Tax and Insurance Group, INC a firm licensed to sell insurance. Any media logos and/or trademarks contained herein are the property of their respective owners and no endorsement by those owners of LifePlan Group or their advisors is stated or implied. Appearances in media outlets were obtained through a paid PR firm.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Entry

C-Suite

Director

Employees by Department

LifePlan Group has 4 employees across 2 departments.

Departments

Number of employees

Funding Data

LifePlan Group has never raised funding before.

LifePlan Group Tech Stack

Discover the technologies and tools that power LifePlan Group's digital infrastructure, from frameworks to analytics platforms.

Google Hosted Libraries

CDN

jQuery

JavaScript libraries

Google Tag Manager

Tag managers

Facebook Pixel

Analytics

HubSpot

Marketing automation

core-js

JavaScript libraries

Google Analytics

Analytics

Google Font API

Font scripts

Frequently asked questions

LifePlan Group is located in Raleigh, North Carolina, US.

You can reach LifePlan Group at +14025982167.

LifePlan Group was founded in 2003, making it 23 years old. The company has established itself as a significant player in its industry over this time.

LifePlan Group has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contacts at LifePlan Group

Allison Filbert Couzens

Director Of Client Relations

Ken Sutherland

Founder And Investment Advisor

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