With backgrounds in teaching and ministry, creating personal relationships is at the core of what we do.

We Build Retirement Plans

You wouldn’t consider building your dream home without first having a detailed blueprint – a plan. We believe it is equally important to create a comprehensive retirement plan before you start investing your money or buying financial products. We call our financial blueprint, the LifePlan MapTM.

Your LifePlan Map will address the five core areas of planning that we focus on: creating income, growing investments, minimizing tax and financial risk, cost-effective healthcare solutions, and passing on your legacy efficiently.

Our advisors, Ken and Alex, are investment advisors and insurance licensed enabling them to build and implement financial plans appropriate to each client’s needs and risk tolerance. LifePlan Group owned and operated a tax practice for five years, and continues to incorporate tax strategies for each client. We partner closely with local estate attorneys and CPA’s and utilize selective institutional investment platforms to provide cost-effective solutions and service to our clients.

LifePlan Map Logo

 Using our proprietary interactive planning software, clients can ask “what if” questions and visually see the financial impact of various decisions they face. Imagine “seeing” the pros and cons of when you might start your social security benefits, or which pension option is best for you. This personalized planning process culminates in the presentation of your unique, leather-bound LifePlan Map, featuring a year by year road map for your retirement.

See it in Action

Problems We Solve

Prospective clients reach out to us with these common challenges and problems:

Will I run out of money in retirement?
Do I have enough to enjoy a comfortable retirement?
Will I be able to afford the healthcare I need, when I need it?
Am I receiving proactive income tax advice and strategies?
Have I made wise financial decisions that will take care of my family?


Meet the Team

Our team is here to help. Alex and Ken each serve as the advisors to our clients. Allison, Jenny, and Selina provide client service and support. Get to know us below!

Alex Sutherland

Alex
Sutherland

President and Investment Advisor
Meet Alex
Ken Sutherland

Ken
Sutherland

Founder and Investment Advisor
Meet Ken
Allison Filbert

Allison
Filbert

Client Relations
Selina Floyd

Selina
Floyd

Client Relations
Jenny Elstein

Jenny
Elstein

Plan Administration

The LifePlan Way

We care deeply about the well-being of our clients. We know it is the small things that often make the biggest difference in someone's life. We are active listeners - constantly learning about what matters most to our clients. Their passions, their desires, their struggles, their successes and their concerns.

Each team member is empowered to go out of their way to find personalized ways to acknowledge, thank, and tell our clients that we care about them. While LifePlan uses insurance and investment products to solve financial needs, the biggest impact we have, is helping our clients improve their lives.

We know at the end of the day - our core value - is that people pursing their passions is what makes this world a better place. And if we can have a small part in that for our clients - it is a good day.

I sign below committed to the LifePlan Way: