The Personal Financial Strategy

Discovery Financial Centers, Inc.

presents

The Personal Financial Strategytm

The Personal Financial Strategytm is your financial roadmap. It is unique to you and is designed to help you make informed financial decisions based on your personal goals and objectives.

The Personal Financial Strategytm provides fee-based, objective financial advice that can be implemented by you with or without the assistance of an advisor.

What will you receive?

  • A personalized written assessment of your financial situation and an action plan for improving it
  • A better understanding of your current employee benefit package and how to make it work more effectively for you
  • Information provided in an atmosphere with no sales pressure
  • A plan that is equally valuable whether you are looking for an advisor or if you want to do it yourself

    What key issues will be addressed?

  • Current Financial Situation
  • General Tax Strategies
  • Investment Planning
  • Protection Planning
  • Retirement Planning Estate Planning

    Why would you want a Personal Financial Strategy developed for you?

    The Personal Financial Strategytm is an individualized plan that is uniquely tailored to the needs of you and your family. We take the time to get to know you. We examine your short and long term goals and objectives then proceed to develop a plan to help you work towards them. You are free to implement the plan on your own, or work with us. We will be available to periodically review your plan, keeping you on track throughout your career. For a complimentary, introductory appointment, please call Discovery Financial Centers at 1-800-645-4473.

    Securities and advisory services offered through ING Financial Partners, Inc. Member SIPC. Discovery Financial Centers, Inc. is not a subsidiary of nor controlled by ING Financial Partners, Inc.



    • Securities and investment advisory services offered through ING Financial Partners, Inc., member FINRA, SIPC.

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