Discovery Financial

Discovery Financial Discovery Financial recognizes the value and trust you place with us in helping you plan for your financial goals and needs.

Our mission is to create financial confidence and to help build your wealth by design and not by default. Discovery Financial, LLC's team of advisors have over 50 years of combined experience in helping our clients pursue their financial confindence. In working with individuals, business owners, 401(k) and pension plans, we offer access to a wide variety of products and services. Some of these are

:

Investment Management
Retirement Strategies
Tax Planning
Estate Conservation
Life and Disability Insurance - Group & Individual
Long Term Care Insurance Coverage
Fixed and Variable Annuities
SIMPLE and SEP IRAs
401(k) and Pension Plans
529 College Savings Programs
Deferred Compensation Plans
Business Continuation Succession Plans
Key-person Coverage
Individual and group health
Medicare supplement coverage

Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. www.finra.org and www.sipc.org

Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. For a list of states in which I am/we are registered to do business, please visit www.discoveryfinancialllc.com

“Beware the investment activity that produces applause; the great moves are usually greeted by yawns.” – Warren Buffett
08/31/2026

“Beware the investment activity that produces applause; the great moves are usually greeted by yawns.” – Warren Buffett

Retirement isn't defined by a specific date—it's about creating a lifestyle that aligns with your goals. Whether you're ...
08/28/2026

Retirement isn't defined by a specific date—it's about creating a lifestyle that aligns with your goals. Whether you're planning for a gradual transition or a traditional retirement, having a strategy in place can help you move forward with confidence.

A sincere thank you to everyone who supported our School Supply Drive. Thanks to your generosity, we collected an amazin...
08/27/2026

A sincere thank you to everyone who supported our School Supply Drive. Thanks to your generosity, we collected an amazing variety of school supplies that were donated to the Storehouse of Community Resources, helping equip local classrooms and support students throughout the upcoming school year.

Your donations will help ease the burden on teachers and provide valuable resources to students in schools facing economic challenges. We are grateful to our clients, friends, and community members who came together to support this important cause.

Join us as we celebrate Discovery Financial's recognition as a NAPA 2026 Top DC Advisor Team Award recipient. Enjoy food...
08/24/2026

Join us as we celebrate Discovery Financial's recognition as a NAPA 2026 Top DC Advisor Team Award recipient. Enjoy food trucks, yard games, and an afternoon of fun with the Discovery Financial team.

All are invited!

📅 Wednesday, September 16
🕐 1:00 PM - 4:00 PM
📍 Discovery Financial Office

Planning to attend? RSVP here: https://www.discoveryfinancialadvisors.com/upcoming-events

We look forward to celebrating with you!

Join us for an afternoon of food, games, and fun as we celebrate Discovery Financial’s NAPA 2026 Top DC Advisor Teams Award. This family-friendly event will be held at the Discovery Financial office, and we’re looking forward to spending time with the clients who make our work so meaningful.

Life insurance can be more versatile than many people realize. When integrated into a broader financial strategy, it may...
08/21/2026

Life insurance can be more versatile than many people realize. When integrated into a broader financial strategy, it may help support your family, protect your legacy, and provide flexibility for future planning goals.

Address

971 Spaulding Avenue SE, Ste A
Ada, MI
49301

Opening Hours

Monday 8am - 4pm
Tuesday 8am - 4pm
Wednesday 8am - 4pm
Thursday 8am - 4pm
Friday 8am - 4pm

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