SEC CRD #801-122570
Home - LifePlan Group Skip to Main Content menu Welcome to LifePlan Group, a retirement planning investment advisory firm with a personal approach Skydiving at Age 75 Watch Her Jump It may not be your retirement dream to jump out of an airplane. But, what do you want? What would make your retirement years good? Your desires and dreams are personal and unique to you. Shouldn t your financial plan be the same? So, who is this woman jumping out of a plane on her 75th birthday? This is Bernice Sutherland affectionately known as Boots. Thanks in part to her husband Al, who saved and invested very well, they lived her retirement years to the fullest. Boots celebrated life with her family, traveled the world, served as a medical missionary, and drove convertibles. They lived and left a legacy of love - true models of the retirement life! Meet her youngest son, Ken, and grandson, Alex - the owners of LifePlan. Schedule a Call Meet Ken Sutherland and Alex Sutherland It isn t often a former Lutheran Minister and former math teacher lead a father son financial planning firm - perhaps we should give credit to Boots and Al! With our diverse upbringing and career histories we are proud to have built LifePlan. An independently owned firm, it was founded 22 years ago on the principal of providing exceptional retirement plans, yet with very personal advice and service. We encourage you to spend some time getting to know us through our website and hope you will join us at an event, a one-on-on
ALEX SUTHERLAND
CHIEF COMPLIANCE OFFICER
๐ (919) 858-6119
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AUM
$326M
Location
RALEIGH, NC
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