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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 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
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Try these activities to keep your brain sharp.
Mastering Mobile Lingo
Do you understand these common mobile slang terms?
Comparing Mortgage Terms
Estimate the total cost in today's dollars of various mortgage alternatives.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
This attention-grabbing infographic covers retirement topics you may not have considered.
Most of us pay too much in taxes because we aren’t aware of all the tax deductions available.
This checklist can give you a quick snapshot of how prepared you are.
One way to find money is to examine your current spending habits and eliminate money wasters.
How to help determine life insurance needs to provide for your family after you pass away.
This calculator can help determine whether it makes sense to refinance your mortgage.
Estimate how much you have the potential to earn during your working years.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some smart strategies that may help you pursue your investment objectives
A presentation about managing money: using it, saving it, and even getting credit.
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.
Principles that can help create a portfolio designed to pursue investment goals.
Understanding the cycle of investing may help you avoid easy pitfalls.
Every so often, you’ll hear about Social Security benefits running out. But is there truth to the fears, or is it all hype?
Check out this video to begin separating fact from fiction.
Have you explored all your options when it comes to managing your taxable income?
Greater financial and emotional confidence brings greater independence. Isn’t that what it’s all about?
There are hundreds of ETFs available. Should you invest in them?