Financial Snapshot Form - LifePlan Group

Skip to Main Content

menu

About
Media
Giving Back
Connect
Client Portal

Reach Out

Connect

Stay in Touch

First Name Last Name

Email Address*

LifePlan Group is a DBA for LifePlan Investment Advisors, INC, a Registered Investment Advisory Firm with the U.S. Securities and Exchange Commission; and LifePlan Tax And Insurance Group, INC a firm licensed to sell insurance. The owners of both corporations are Ken Sutherland and Alex Sutherland. This website is for information only and is not an offer to sell or invest in securities, or insurance. We offer services only in States in which we are registered or licensed. Investments can, and do, lose money. We do not give legal or tax advice.

Please see our important Disclosures and Terms of Use and ADV Form Part 3.