LIFEPLAN GROUP
SEC RegisteredWelcome to LifePlan Group, a retirement planning investment advisory firm with a personal approach
About the firm
LifePlan Group is an independently owned retirement planning investment advisory firm founded by Ken Sutherland, a former Lutheran Minister, and now led alongside his son Alex, a former math teacher. The firm's approach and simple mission of putting the client first originated in 1996, with its current business structure formed in 2003. LifePlan creates comprehensive financial plans — called the LifePlan Map — addressing income, investments, tax, healthcare, and legacy planning for clients approaching or in retirement.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
LifePlan Group builds comprehensive retirement plans (the LifePlan Map) addressing five core areas: creating income, growing investments, minimizing tax and financial risk, cost-effective healthcare solutions, and passing on a legacy efficiently. Advisors are investment advisor and insurance licensed, incorporate tax strategies, partner with estate attorneys and CPAs, and utilize proprietary interactive planning software to help clients visualize financial decisions.
Who they serve
Individuals and families that are retired or within 10 years of retirement.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 138 | $61M |
| High Net Worth Individuals | 140 | $264M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 0 | $0 |
| State/Municipal Entities | 0 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
5 advisors in the directory
Regulatory & compliance
Data as of March 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. LIFEPLAN GROUP has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
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