We provide the experience you need and the people you trust. Our team always puts you first.Learn More
We believe in a comprehensive, collaborative approach. We work together to pursue your goals.Learn More
Your Personal Financial Strategy is developed with your needs and aspirations in mind.Learn More
The Growth and Support of a Team
When you partner with Discovery Financial, you can trust that you’re partnering with professional financial advisors who have the experience to help you pursue your financial finish line. But strategies aren’t created in a vacuum, which is why we meet challenges better when collaborating as a team. Our clients receive the support and advice from our multiple advisors, so contact us today to get going and experience the benefits of working with a team!Contact Us
Crowdfunding—Capital for the 21st Century
Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.
Does Your Child Need to File an Income Tax Return?
When your child has income, there’s a good chance that he or she will need to report it and pay taxes.
Understanding Marginal Income Tax Brackets
An inside look at how marginal income tax brackets work.
What kind of auto insurance should you have? Do you know?
Here’s a guide to explain all the parts of Medicare.
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
There are four very good reasons to start investing. Do you know what they are?
When you’re married and have children, insurance needs will be different.
Retirees traveling abroad need to know that their health insurance travels with them.
This calculator shows how inflation over the years has impacted purchasing power.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator can help determine whether it makes sense to refinance your mortgage.
Estimate how much you have the potential to earn during your working years.
Assess whether you are running “in the black” or “in the red” each month.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
There are a number of ways to withdraw money from a qualified retirement plan.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Investment tools and strategies that can enable you to pursue your retirement goals.
What is your plan for health care during retirement?
With alternative investments, it’s critical to sort through the complexity.
Have you found yourself suddenly single? Here are 3 steps to take right now.
When do you need a will? The answer is easy: Right Now.
Are Real Estate Investment Trusts right for your portfolio?
Agent Jane Bond is on the case, cracking the code on bonds.