Welcome to Discovery Financial

Where's Your There?
You have dreams. A college education for your children.
A comfortable retirement. A family legacy.
Whatever your dreams, Discovery Financial can help get you there.

Wall Street savvy, Main Street integrity.
Discovery Financial is a Midwest-based firm founded in 1992. Our team of professional and experienced financial advisors and staff serves clients throughout the United States who know what they want in life. They turn to us to help them reach their goals with a personalized approach to planning, protecting and growing their financial portfolio.

We're also a Main Street firm with a genuine interest in supporting the community. We're your neighbors, and we place trust and integrity above all else. With all the turbulence in the financial industry over the past decade, it's good to have a local partner who is entirely committed to looking out for you and your interests.

A friendly voice, a familiar approach.
We believe that personalized service should be the rule, not the exception. When you need us we're here for you. You will know what to expect from Discovery Financial each time you interact with us, and when you call, a real person will be there to help you and answer your questions.

Let's get started. We can't wait to help guide you to your most important financial destinations.

 

Financial Products and Services

Financial Planning
You've worked hard to get where you are. You deserve an advisor who understands and considers a wide range of financial tools to assess and balance potential risks and rewards. Each Discovery Financial advisor is backed by a knowledgeable and experienced team of financial advisors and staff. We bring this specialization and experience to the table every time we meet with you.

Discovery Financial listens first to help chart a steady course to your financial goals.

Wealth Preservation | Financial Planning | Trusts | Estate Plans

Investments
At Discovery Financial we believe long-term growth comes from a consistent and steady investment philosophy. We look for proven, diversified investment strategies that balance
long-term, upside potential with downside protection. For more than 20 years we have served our clients by adhering to this philosophy – even during a decade of unmatched financial market volatility.

Discovery Financial carefully considers your risk tolerance and investment
goals, so you are comfortable with the investment options we select.

Municipal, Corporate and Government Bonds | Annuities | Managed Accounts 
Real Estate and Alternative Investments
Stocks and Mutual Funds

Insurance
Our investment philosophy begins with capital preservation, so you can be confident in your financial future. Insurance is a vital part of this philosophy. Life is full of all sorts of hazards that can threaten your financial dreams. A sound insurance plan can help protect you from these risks and protect you along life's journey.

Discovery Financial will help you assess your risks and offer options to address any challenges to your financial security.

Life | Disability | Long-term Care

Retirement
A life's work should be rewarded with a comfortable and independent retirement. We work closely with you to build a long-term plan for retirement that considers taxes and expected investment returns to help you retire when you're ready. And once retirement begins, we'll help protect your nest egg and plan for the income you need to do the things you enjoy.

Discovery Financial will work with you to plan for retirement on your terms.

Individual Retirement Accounts | Small Business Retirement Plans 401Ks
| Retirement Distribution Strategies



 

 

 

 

 

 

 
 
 

IMPORTANT DISCLOSURES

All information herein has been prepared solely for informational purposes, and it is not an offer to buy or sell, or a solicitation of an offer to buy or sell any security or instrument or to participate in any particular trading strategy.

Securities and investment advisory services offered through National Planning Corporation (NPC), NPC of America in FL & NY, member FINRA / SIPC, and a Registered Investment Adviser. Registered Representatives of NPC may transact securities business in a particular state only if first registered, excluded or exempted from Broker-Dealer, agent or Investment Adviser Representative requirements. In addition, follow-up conversations or meetings with individuals in a particular state that involve either the effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made absent compliance with state Broker-Dealer, agent or Investment Adviser Representative registration requirements, or an applicable exemption or exclusion. Discovery Financial Centers and NPC are separate and unrelated companies.

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