Our Services | Discovery Financial | Grand Rapids Financial Planning

Our Services

Discovery Financial's team of financial advisors has over 70 years of combined experience in helping our clients pursue their financial confidence. In working with individuals, business owners, 401(k) and pension plans, we offer access to a wide variety of products and services, which include the following:

Financial Planning

Financial Planning

Digestible, straightforward financial plans.

Investment Management

Investment Management

All encompassing, investment strategies focused on your financial goals.

Retirement Strategies

Retirement Strategies

Fixed and Variable Annuities

Insurance

Insurance

Life & Disability Insurance
Long Term Care Insurance

Business Planning

Business Planning

SIMPLE & SEP IRA's
401(k) & Pension Plans
Deferred Compensation Plans
Business Succession Planning

Estate Planning

Estate Planning

Estate Conservation

Learn How Discovery Financial Can Help You Plan For Retirement & Preserve Your Wealth

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