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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 manage 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
What to Look for in Personal Finance Apps
An increasing number have been developed to help individuals with their personal finances.
The Cost of Procrastination
Don't let procrastination keep you from pursuing your financial dreams and goals.
Four Really Good Reasons to Invest
There are four very good reasons to start investing. Do you know what they are?
Read this overview to learn how financial advisors are compensated.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Building wealth requires protection from the forces of wealth destruction.
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
Purchasing homeowners insurance is critical for protecting your home.
Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Estimate how much of your Social Security benefit may be considered taxable.
Enter various payment options and determine how long it may take to pay off a credit card.
Determine your potential long-term care needs and how long your current assets might last.
This calculator will help determine whether you should invest funds or pay down debt.
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Learn more about taxes, tax-favored investing, and tax strategies.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Principles that can help create a portfolio designed to pursue investment goals.
Here’s a crash course on saving for college.
When should you take your Social Security benefit?
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Around the country, attitudes about retirement are shifting.
What does your home really cost?
Have you found yourself suddenly single? Here are 3 steps to take right now.