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LifePlan Advisory Services
LifePlan Advisory Services’ mission is to provide the families and businesses we serve with innovative financial strategies that help result in financial clarity, security and overall financial health. Our primary focus is on retirement planning, income planning and Social Security maximization.
Meet Bruce D. Van Hal
Bruce D. Van Hal is president of LifePlan Advisory Services, LLC. He has more than 30 years of experience in the insurance and annuity industry, has passed the Series 6, 63 and 65 securities exams, and holds life, health and variable annuities licenses in Michigan. He enjoys exploring ways to help retirees reduce financial risk, lower taxes, avoid probate and address the costs associated with living in a nursing home. Because Bruce was in practice through the “bear markets” of 1987, 2001-02 and 2008, he knows the value of helping retirees to preserve the assets they worked so hard to build.
Bruce and his wife, Suzie, live in Okemos, Michigan, and enjoy travel, movies and theater, and sports of all kinds, especially baseball. Bruce has four grown children and is known as “Bampa” to five grandchildren.
Meet Michael Douglas
Mike Douglas specializes in wealth management and retirement planning at LifePlan Advisory Services. Previously, he spent a number of years in the service industry, focusing on account management and business-to-business relationships. He combines those experiences with his training, life and health insurance licenses and securities registration, having completed and passed the Series 65 exam, to help families pursue their financial goals.
Away from the office, Mike enjoys doing anything that involves his family. He and his wife, Kimberly, live in Howell, Michigan, with their four young children, Gavin, Zachary, Kaleb and Emmalyn, and a Shorkie (Shih Tzu/Yorkie) named Rowdy Jack. They spend time together as a family involved with sports, music, gardening, cooking, fishing and church. Mike plays the piano and several other instruments at church, and also enjoys golf and running. A former college football and tennis athlete, he completed his first marathon in 2017 at Disney World.
Schedule a Meeting
To schedule a time to discuss your financial future and the possible role of investments and insurance in your financial strategy, contact us at firstname.lastname@example.org or call us at 517.323.7526 today!
Have Questions for LifePlan Advisory Services?
It can be difficult to make financial decisions without access to information. If you have questions or concerns about your current retirement strategy, feel free to contact us using the form below.