Financial Products and Services

Financial Planning

You've worked hard to get where you are. You deserve an advisor who understands and considers a wide range of financial tools to assess and balance potential risks and rewards. Each Discovery Financial advisor is backed by a knowledgeable and experienced team of financial advisors and staff. We bring this experience to the table every time we meet with you.

Discovery Financial listens first to help chart a steady course to your financial goals.

Wealth Preservation | Financial Planning | Trusts | Estate Plans**


At Discovery Financial we believe long-term growth comes from a consistent and steady investment philosophy. We look for proven, diversified investment strategies that balance long-term, upside potential with downside protection. For more than 20 years we have served our clients by adhering to this philosophy – even during a decade of unmatched financial market volatility.

Discovery Financial carefully considers your risk tolerance and investment goals, so you are comfortable with the investment options we select. There is no guarantee that a diversified portfolio will enhance overall returns or out perform a non-diversified portfolio. Diversification does not protect against market risk.

Municipal, Corporate and Government Bonds | Annuities | Managed Accounts | Alternative Investments | Stocks and Mutual Funds


Our investment philosophy begins with capital preservation, so you can be confident in your financial future. Insurance* is a vital part of this philosophy. Life is full of all sorts of hazards that can threaten your financial dreams. A sound insurance plan can help protect you from these risks and protect you along life's journey.

Discovery Financial will help you assess your risks and offer options to address any challenges to your financial security.

Life | Disability | Long-term Care


A life's work should be rewarded with a comfortable and independent retirement. We work closely with you to build a long-term plan for retirement that considers taxes and expected investment returns to help you retire when you're ready. And once retirement begins, we'll help preserve your nest egg and plan for the income you need to do the things you enjoy.

Discovery Financial will work with you to plan for retirement on your terms.

Individual Retirement Accounts | Small Business Retirement Plans 401Ks | Retirement Distribution Strategies

*Fixed insurance products and services may be provided by a third party. Please consult with your representative to confirm on which company's behalf services are being provided.

** Registered Representatives are not attorneys. Registered Representatives will help review the documents and recommend a local attorney that specializes in estate planning. LPL and Discovery Financial do not render legal or tax advice.