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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
Planning for Special Needs Children
Planning for a special-needs child can be complicated, confusing, and even overwhelming.
Insurance Needs Assessment: When You're Newly Married
Marriage changes everything, including your insurance needs.
Where Will Your Retirement Money Come From?
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
A change in your mindset during retirement may drive changes to your portfolio.
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
Here are five facts about Social Security that are important to keep in mind.
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
Estimate how much you have the potential to earn during your working years.
This calculator can help you estimate how much you should be saving for college.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator helps estimate your federal estate tax liability.
This calculator can help determine whether it makes sense to refinance your mortgage.
Using smart management to get more of what you want and free up assets to invest.
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.
There are some smart strategies that may help you pursue your investment objectives
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
Pundits say a lot of things about the markets. Let's see if you can keep up.
$1 million in a diversified portfolio could help finance part of your retirement.
It’s never a bad time to speak with your financial advisor about changes in your situation.