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Upload Statements to LifePlan Financial Design

Our team is looking forward to meeting with you. Please upload your statements below.

Why We Need Statements

In order to build your LifePlan, we need to know what individual investments you have. This allows us to identify the fees you are paying on investments and show what level of risk is currently in your portfolio.

Please upload itemized statements.

We need statements that list your individual investments instead of just an account balance summary.

It’s not required, but if available, please include two years of tax returns. This allows us to build your Tax Map, which is a plan for minimizing the amount of taxes you may pay on your 401(k) and IRA accounts in retirement.

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Tim, Mike, and Brian

About LifePlan

At LifePlan Financial Design, we give wealth management and retirement planning a personal touch. It is our goal to provide education and customized strategies to those in the greater Lansing, Howell, and Grand Rapids areas, helping to ensure our clients have the financial planning tools they need to work toward a successful and stress-free retirement. We pride ourselves on creativity, integrity, and quality while creating close personal relationships with the folks we work with.

Need to start your Retirement Roadmap?
Schedule a Roadmap Meeting today!

We’ll present the roadmap for your success, which you’ll take home with you. In doing so, we’ll review the following reports:

  • A written income plan, which will include pension income, Social Security, and investment returns.
  • An multigenerational IRA report illustrating the effects of passing tax-advantaged money to the next two generations
  • A risk assessment of your portfolio on a scale of 1-100
  • A fee report, including how much you’re paying in fees as compared to the norm, along with our recommendations
  • An investment report determining how efficiently your portfolio is performing
  • Our LifePlan summary showing our recommendations for all the above