Discovery Financial Reaches 10-Year Milestone

January, of 2013, marks the 10th anniversary of David Muilenberg, CLU, ChFC, AIF and Discovery Financial's association with LPL, ranked as the largest independent broker dealer in the country.*

Our relationship with LPL Financial allows us to continue offering our valued clients access to independent, unbiased advice, products and services.  As we reflect on this special milestone, we remain grateful for the continued trust and confidence you place in the Discovery Financial team.

*Based on total revenue, Financial Planning Magazine June 1996-2013


David Muilenberg Attends

Opening Bell Ceremony

    

 

 

 

 

 

 

 

 

 

 

 

 
 

On July 30, 2012, David Muilenberg was one of a select number of LPL advisors invited to attend the NASDAQ Opening Bell Ceremony at the NASDAQ MarketSite in Times Square, New York City, hosted by LPL.  A highlight of the day's events included David's 'larger than life' image on the NASDAQ Market Tower! 


David Muilenberg & Jeffrey Keessen Receive AIF Designation

David Muilenberg and Jeffrey Keessen have both been awarded the Accredited Investment Fiduciary® (AIF) designation, allowing them to provide fiduciary advice to retirement plan trustees.  Discovery Financial provides comprehensive retirement planning to executives and business owners in a variety of industries.

Services include:

  • Plan Evalution Services

  • Plan Sponsor Services

  • Investment Line-up Selection and Monitoring

Please call Discovery Financial, LLC at (866) 702-9090 if you would like more information.

hes 10-Year MilestoneJanuary, of 2013, marks the 10th anniversary of David Muilenberg, CLU, ChFC, AIF and Discovery Financial's association with LPL ranked as the largest independent broker dealer in the country.*Our relationship with LPL Financial allows us to continue offering our valued clients access to independent, unbiased advice, products and services.  As we reflect on this special milestone, we remain grateful for the continued trust and confidence you place in the Discovery Fin


 Heather Biggs Awarded LPL's Associate's and Bachelor's Degrees

Heather Biggs, Director of Client Services, has completed the Associate's and Bachelor's degrees within LPL Financial's AdminU program.  These degrees are designed to enhance employees' effectiveness in the areas of client service, office management, technology, sales and marketing.  Heather completed the course content for these degrees over the course of this past year.

Congratulations, Heather!   

 


Angela M. Muilenberg,

Director of Operations & Insurance Consultant

Angela has a 'Certified in Long-Term Care' designation (CLTC). Long-Term Care (LTC) is the assistance, or supervision, you may need when you are not able to do some of the basic activities of daily living (ADL) such as bathing, dressing, eating, continence, toileting and transferring.

A need for LTC may result from:

  • Accidents

  • Illness

  • Advanced Aging

  • Strokes

  • Other Chronic Conditions

LTC can be received at home, in the community, or in a nursing or assisted-living facility.  Long Term Care is not just for the elderly.

  • Approximately 40% of people needing LTC are between the ages of 18 and 64¹

  • About 1/4 of 700,000 stroke victims each year are under the age of 65¹

  • LTC Insurance helps those who need long-term care services but also want to  maintain choice and control over the decision making. 

There are many options available today to protect your income and assets from a costly chronic or critical illness.  If you haven’t done the proper planning to protect yourself, please call us today! 

1 U.S. Department of Health and Human Resources, National Clearinghouse for Long-TermCare Information, 11/14/07. www.longtermcare.gov/LTC/Main_Site/Understanding_Long_Term_Care/Basics/Basics.aspx.

*Based on total revenue, Financial Planning Magazine June 1996-2013Heather Biggs Awarded LPL's Associate's and Bachelor's DegreesHeather Biggs, Director of Client Services, has completed the Associate's and Bachelor's degrees within LPL Financial's AdminU program.  These degrees are designed to enhance employees' effectiveness in the areas of client service, office management, technology, sales and marketing.  Heather completed the course content for these degrees over the course of this past year.Congratulations, Heather!   


Angela M. Muilenberg, Director of Operations and Insurance Consultant, has a 'Certified in Long-Term Care' designation (CLTC). Long-Term Care (LTC) is the assistance, or supervision, you may need when you are not able to do some of the basic activities of daily living (ADL) such as bathing, dressing, eating, continence, toileting and transferring.A need for LTC may result from:AccidentsIllnessAdvanced AgingStrokesOther Chronic ConditionsLTC can be received at home, in the community, or in a nursing or assisted-living facility.  Long Term Care is not just for the elderly.Approximately 40% of people needing LTC are between the ages of 18 and 64¹About 1/4 of 700,000 stroke victims each year are under the age of 65¹LTC Insurance helps those who need long-term care services but also want to  maintain choice and control over the decision making. There are many options available today to protect your income and assets from a costly chronic or critical illness.  If you haven’t done the proper planning to protect yourself, please call us today! 1 U.S. Department of Health and Human Resources, National Clearinghouse for Long-TermCare Information, 11/14/07. www.longtermcare.gov/LTC/Main_Site/Understanding_Long_Term_Care/Basics/Basics.as

 

 

 

 

 

 

 

 

 

 

 

Discovery Financial, LLC Expands to Hastings, MI.

[Click on the link below for more information.]

Discovery Financial Expands to Hastings, MI.


Barry Chamber of Commerce Welcomes Discovery Financial's Hastings Office

There was an official ribbon-cutting ceremony, held by the Barry County Chamber of Commerce, at Discovery Financial's Hastings office on July 11, 2012, to welcome them to the Hastings community.  David Muilenberg, Jeffrey Keessen, Robin Welton, Angela Muilenberg and Kimberly Smith were there representing Discovery Financial, as well as Valerie Byrnes, representing the Chamber.

(L to R) Valerie Byrnes, Robin Welton, Kimberly Smith, Jeffrey Keessen, David Muilenberg & Angela Muilenberg


'Marvin E. Muilenberg Distinguished Service Award'

David and Angela Muilenberg proudly hold the 'Marvin E. Muilenberg Distinguished Service Award' for 2010.  [Click on the link below for more information.]

Marvin E. Muilenberg Distinguished Service Award 2010


 

 

 

 

 

 

 

Making A Difference!

[Click on the link below for more information.]

Taking Philanthropy to New Heights at Spectrum Health