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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
Countering Counterfeit Currency
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
What is the Value of Your Business?
Ascertaining the value of your business is important for a variety of reasons.
Protecting Your Business from the Loss of a Key Person
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
The uncertainties we face in retirement can erode our sense of confidence.
A quick look at how federal income taxes work.
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
Learn when it may not make sense to file a claim on your home insurance.
Here are six flags that may make your tax return prime for an IRS audit.
A change in your mindset during retirement may drive changes to your portfolio.
This calculator shows how inflation over the years has impacted purchasing power.
Assess how many days you'll work to pay your federal tax liability.
This calculator helps estimate your federal estate tax liability.
Use this calculator to estimate your capital gains tax.
Use this calculator to compare the future value of investments with different tax consequences.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some key concepts to understand when investing for retirement
Learn more about taxes, tax-favored investing, and tax strategies.
Investment tools and strategies that can enable you to pursue your retirement goals.
A presentation about managing money: using it, saving it, and even getting credit.
Estate conservation is too important to put off. Do you have a smart exit strategy?
Despite recent tax-law changes, many Americans are expected to pay the AMT this year.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
If you died, what would happen to your email archives, social profiles and online accounts?
With alternative investments, it’s critical to sort through the complexity.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.