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

Our ability to thrive comes not from life’s wins and losses, but from how we navigate them.
06/02/2026

Our ability to thrive comes not from life’s wins and losses, but from how we navigate them.

Saving enough means understanding the gap between what you’ll need and what your income sources can provide. by knowin...
05/29/2026

Saving enough means understanding the gap between what you’ll need and what your income sources can provide. by knowing where you stand.

Our office and markets are closed in observance of Memorial Day.
05/25/2026

Our office and markets are closed in observance of Memorial Day.

David is back from an incredible week in London, an inspiring experience connecting with top advisors from across the co...
05/20/2026

David is back from an incredible week in London, an inspiring experience connecting with top advisors from across the country at LPL’s Advisor Summit. Here are a few highlights from the trip! ✈️

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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