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.


Reach out to our team directly and schedule a time to chat:
Hours: Monday-Thursday 9AM-5PM
Friday, By Appointment Only

Phone: 919.858.6119

Visit Us

7201 Creedmoor Road, Suite 147
Raleigh, NC 27613