In your visit with us, we seek to understand you and your dreams, so we can help make them a reality.

Reach Out

Interested in learning more about LifePlan? Have a question about retirement? Want to set up a time to visit on the phone or in person?

What ever question or concern you might have, we'd be happy to help. Either give us a call or fill out this form below and we will get back to you by the next business day.


Diana would love to help find answers to your questions or arrange a visit with Alex or Ken:

Phone: 919.858.6119

Visit Us

8341 Bandford Way, Suite 107
Raleigh, NC 27615