We provide the experience you need and the people you trust. Our team always puts you first.Learn More
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
Surprise! You’ve Got Money!
Here’s a quick guide to checking to see if you have unclaimed money.
How Big is Money?
Learn a little about worldwide currency in this fun infographic
What Is My Current Net Worth?
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
Purchasing homeowners insurance is critical for protecting your home.
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Estimate how much of your Social Security benefit may be considered taxable.
Use this calculator to compare the future value of investments with different tax consequences.
Assess how many days you'll work to pay your federal tax liability.
Determine your potential long-term care needs and how long your current assets might last.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
A presentation about managing money: using it, saving it, and even getting credit.
The importance of life insurance, how it works, and how much coverage you need.
There are some smart strategies that may help you pursue your investment objectives
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
How does your ideal retirement differ from reality, and what can we do to better align the two?
Investors seeking world investments can choose between global and international funds. What's the difference?
Want to ensure your favorite local spots are around after the pandemic? Learn how to support your community in this video.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
A special needs trust helps care for a special needs child when you’re gone.
Explaining the SECURE Act and how the changes affect your retirement strategy.