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
Budget Check Up: Tax Time Is the Right Time
Tax preparation may be the perfect time to give the household budget a check-up.
Value vs. Growth Investing
Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
Best Vacations: By Car, By Ship, By Foot, Once in a Lifetime
Four vacation destinations you might never have thought of.
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
To choose a plan, it’s important to ask yourself four key questions.
Don't let procrastination keep you from pursuing your financial dreams and goals.
For many, retirement includes contributing their time and talents to an organization in need.
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
Simple steps may help you foil hackers and protect your privacy.
Assess how many days you'll work to pay your federal tax liability.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator demonstrates the power of compound interest.
Determine your potential long-term care needs and how long your current assets might last.
This calculator can help you estimate how much you should be saving for college.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
A presentation about managing money: using it, saving it, and even getting credit.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some key concepts to understand when investing for retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
The importance of life insurance, how it works, and how much coverage you need.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
What does your home really cost?
You’ve made investments your whole life. Work with us to help make the most of them.
Are you ready for retirement? Here are five words you should consider.
The market is as unpredictable as the weather. We’d love to help you prepare.
Around the country, attitudes about retirement are shifting.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.