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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
Tax Reform: Before and After
What did the 2017 Tax Cuts and Jobs Act change? Here's a quick snapshot.
Universal Life Insurance
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
Disability and Your Finances
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
Divorce is the second most stressful time in a person's life. Here's some tips to get through it.
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
This calculator can help you estimate how much you should be saving for college.
This calculator will help determine whether you should invest funds or pay down debt.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Enter various payment options and determine how long it may take to pay off a credit card.
There are a number of ways to withdraw money from a qualified retirement plan.
The importance of life insurance, how it works, and how much coverage you need.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
What are your options for investing in emerging markets?
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Smart investors take the time to separate emotion from fact.