Services

Our Services

Whether you are just starting out on your investment journey, are in the midst of your career, or are planning for or living in retirement, we can address your most pressing financial concerns. We would love to set up a 45 minute complimentary consultation to discuss any of the following topics more in detail. Give us a call at 651-388-9594 or 800-645-4473 or use our "Have a Question" form to reach out today.

Financial Planning Strategies

A financial roadmap can help you chart a course between where you are today and where you want to be tomorrow. We can assist with:

Retirement Planning Strategies
Income Planning Strategies
College Planning Strategies
Estate Planning Strategies
Cash Flow Analysis Strategies

Wealth Management

We strive to develop a portfolio that produces an appropriate diversification based on your individual goals and risk tolerance. Your portfolio may include:

Bonds
Stocks
Exchange Traded Funds (ETFs)
Mutual Funds
Government Securities
Brokerage Accounts
Alternative Investments
Variable Annuities

Insurance

Do you have the right insurance to help protect your assets? We can help you address your insurance needs and assess appropriate options, including:

Life Insurance
Long-Term Care Insurance
Disability Insurance

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

info@discoveryfinancial.com | 800-645-4473