LifePlan Financial Design Revenue

Financial Services • Okemos, Michigan, United States • 1-10 Employees

LifePlan Financial Design revenue & valuation

Annual revenue	$513,330
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$1,700,000
Total funding	No funding

Key Contact at LifePlan Financial Design

Melissa Prince

Director Of Sales And Marketing

Company overview

Headquarters	2190 COMMONS PKY, Okemos, Michigan 48864, US
Phone number	+15173237528
Website	mylifeplanfinancial.com
NAICS	52
SIC	628
Keywords	Investment Advice, Tax Planning, Retirement Planning, Legacy Planning
Founded	2009
Employees	1-10
Socials

LifePlan Financial Design Email Formats

LifePlan Financial Design uses 1 email format. The most common is {first initial} (e.g., j@mylifeplanfinancial.com), used 100% of the time.

Format	Example	Percentage
{first initial}	j@mylifeplanfinancial.com	100%

About 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.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Entry

Director

Manager

Employees by Department

LifePlan Financial Design has 3 employees across 2 departments.

Departments

Number of employees

Funding Data

LifePlan Financial Design has never raised funding before.

LifePlan Financial Design Tech Stack

Discover the technologies and tools that power LifePlan Financial Design's digital infrastructure, from frameworks to analytics platforms.

Modernizr

JavaScript libraries

jQuery CDN

CDN

Cloudflare Bot Management

Security

Gravity Forms

Form builders

Matomo Analytics

Analytics

Cloudflare

CDN

Twitter Emoji

Font scripts

jQuery

JavaScript libraries

SVG Support

WordPress plugins

HTTP/3

Miscellaneous

PHP

Programming languages

Akismet

WordPress plugins

Frequently asked questions

LifePlan Financial Design is located in Okemos, Michigan, US.

You can reach LifePlan Financial Design at +15173237528.

LifePlan Financial Design generates an estimated annual revenue of $513,330. This revenue figure reflects the company's market position and business performance in its industry.

LifePlan Financial Design has an estimated valuation of $1,700,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

LifePlan Financial Design was founded in 2009, making it 17 years old. The company has established itself as a significant player in its industry over this time.

LifePlan Financial Design has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at LifePlan Financial Design

Melissa Prince

Director Of Sales And Marketing

4.8

40,000 users