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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 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
A Decision Not Made Is Still a Decision
Investors who put off important investment decisions may face potential consequence to their future financial security.
IRA Withdrawals that Escape the 10% Tax Penalty
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
Saving on Fitness Center Membership Costs
There are ways to improve your physical fitness without denting your fiscal fitness.
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
An increasing number have been developed to help individuals with their personal finances.
Ever wonder what the real value of a financial advisor is? It’s not just added portfolio returns.
There are things about Social Security that might surprise you.
China owns a portion of the total outstanding debt of the U.S. Government. What does it mean?
This calculator will help determine whether you should invest funds or pay down debt.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator can help determine whether it makes sense to refinance your mortgage.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator can help you estimate how much you should be saving for college.
Estimate how much you have the potential to earn during your working years.
Principles that can help create a portfolio designed to pursue investment goals.
A presentation about managing money: using it, saving it, and even getting credit.
Learn more about taxes, tax-favored investing, and tax strategies.
Using smart management to get more of what you want and free up assets to invest.
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.
How will you weather the ups and downs of the business cycle?
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
It's easy to let investments accumulate like old receipts in a junk drawer.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.