Lifeplan Financial Design

At LifePlan Financial Design, we help retirees create personalized financial plans that make sense for where they are—and where they want to go. Our mission is rooted in values that guide everything we do: Faith & Family, Servant Leadership, and Unreasonable Generosity. Simply put, we care deeply about helping people move through life’s financial transitions with confidence, clarity, and peace of mind. We specialize in retirement planning, tax strategies, wealth management, and insurance solutions—designed to meet the unique needs of today’s retirees. Whether you’re looking to preserve your wealth, reduce taxes, or plan your legacy, we’ll walk with you every step of the way. With offices in Okemos, Howell, and Grand Rapids, Michigan, we’re proud to serve both local clients and families across the country. Ready to talk about your retirement journey? Visit lifeplanwealth.com or give us a call at 517-323-7526.