Get to Know LifePlan Financial Design
Our History
Bruce Van Hal
Founder | 1956 – 2021
Bruce D. Van Hal founded LifePlan Financial Design, LLC, in 2009 in a rented law firm conference room. His desire was to bring creativity, integrity, and quality to the financial planning process. Drawing on more than 40 years of experience in the insurance and annuity industry, Bruce grew the firm steadily over the years, first adding part-time staff, then full-time. Eventually, he was able to purchase a building in Okemos, now the headquarters for LifePlan. In 2013, Bruce created and launched a Registered Investment Advisory firm to offer his clients fiduciary level care and servicing. In 2014, the Howell location was launched and has grown to be a fully self-sustaining satellite office. The team has grown from Bruce alone to several employees working between the Okemos and Howell locations. Even after his passing, his legacy will endure as LifePlan strives to provide value, confidence, and financial peace for the future.
Strategic Partner
Mike Canet
JD, LLM, Strategic Consultant
Michael supports the Senior Financial Center team and is the author of three books, “Surviving the Perfect Storm,” “Successonomics” with Steve Forbes, as well as “Death and Taxes” with Art McPherson, all on the bestseller list. He is also the host of the nationally syndicated television and WJZ radio show “The Savvy Investor.” Michael has built his business and reputation on the added stability he helps provide for his clients. He uses retirement and estate planning techniques to carefully allocate clients’ assets so they can retire with the added confidence, income, and tax-deferred wealth protection they need and deserve. He is committed to providing accessibility and ongoing service for the people he works with.
Michael attended law school at the Catholic University of America, earning a spot on the legal honor society. He then earned his LLM in taxation from the University of Baltimore. As a Wilson Scholar, Michael made the “Who’s Who of American University Students” list.
Research and Support
Josh
Senior VP of Sales
Chris
VP of Life Sales
Brett
Marketing Strategist
Robert
Media Director
Mike
Chief Radio Officer
Heather
Michigan’s Retirement Coach Radio Co-Host
Raymond
Financial Planning Team
Located in Kennesaw, GA The Research and Support team members are individuals working directly for an independent third-party firm The Impact Partnership. Standley Financial Group and The Impact Partnership are separate entities and are not affiliated with nor controlled by Standley Financial Group. The Research and Support team has a limited role on an as-needed basis.
The LifePlan Team:
At LifePlan, we strongly believe that having a team of experts by your side is the best approach to achieving your financial goals. The power of a team lies in the diversity of skills, knowledge, and experience that each member brings to the table. With a team of advisors, you have access to a broader range of perspectives and ideas, which can help you make more informed decisions and navigate complex financial situations with confidence.
By working with a team, you can also benefit from the collective expertise of professionals with specialized knowledge in different areas of finance, such as tax planning, investment management, and retirement planning. This can help you develop a comprehensive financial plan that takes into account all aspects of your financial life and aligns with your long-term goals.
Moreover, a team approach provides a level of continuity and support that is unmatched by a single advisor. In the event that your primary advisor is unavailable, you can rest assured that the rest of the team is familiar with your situation and can step in to provide guidance and support when needed.
In summary, while a single advisor can provide valuable guidance, a team approach to financial planning offers many benefits that can help you achieve your financial goals more effectively. By tapping into the collective expertise of a team of professionals, you can develop a comprehensive financial plan that is tailored to your unique needs and aligned with your long-term objectives.