Discovery Financial, LLC is Hiring! 

 

Our branch office in Hastings, Michigan, is looking to fill a

 Financial Advisor Administrative Assistant position of 25-30 hours per week.  

For more information, please call Jeffrey Keessen, at 269.948.9969.

 


 


You will find a wealth of information on our website – from newsletters, client events and articles, to calculators, research reports and much more to help educate you about the basic concepts of financial planning and management, as well as provide easy access to view your accounts and timely market information.

 

We build long-term relationships by learning and understanding what is really important to each of our clients, as well as providing insight and compassion to help them work toward their financial goals. Our goal is to ensure that each client's financial assets are well managed through investments and insurance. When a future event takes place, such as retirement, an educational need, death or disability, we work with our clients each step of the way so they can feel confident that their needs will be met.

 

 

     

Update!

 

The Vault: Enhancing Your WealthVision Experience

Do you know where all your important papers and records are?  In addition to the robust planning capabilities and real time aggregation of your accounts, WealthVision also provides an online "safety deposit box" accessible from anywhere (with internet connection), anytime. 

 

Knowing where all of your most personal documents are can give you a real peace of mind, and so does knowing that WealthVision employs advanced security features and protocols to keep your data safe, private and secure, 24/7/365.  Comprehensive security protection measures include password protection, secure socket layer encryption, firewalls, intrusion detection, audits, inspections and more. 

 

Discover your financial future with WealthVision, a comprehensive web-based, financial planning tool. It provides a personalized financial website where you can view everything about your wealth and estate planning in one place, in real time – whether from your desktop, or mobile device.

 

To learn more about WealthVision, please click here:

 

WealthVision: Consolidating Your Financial Life

WealthVision: Financial Planning

 

 

 

 

 

 

 

 

 

 

 

 

 


 

Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

Federal Income Tax

This calculator can help you estimate your annual federal income tax liability.

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 70½.

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

More Calculators →

Options for Retirement Living

Some considerations when deciding where to live in retirement, be it staying in the same community or moving.

Experience U.S. National Parks by Volunteering

This article explores ways to enjoy a relatively inexpensive outdoor vacation.

Reading into the Federal Reserve’s Beige Book

A look at how the FOMC compiles the Beige Book and some of the useful information that can be found in it.

A Map for Your Family

A letter of instructions can help guide family members through the many steps that need to be taken after the loss of a loved one.

More Newsletters →