Discovery Financial, LLC

 

Thank you for visiting our website!

 

You will find a wealth of information here – from newsletters, client events and articles, to calculators, research reports and much more - to help educate you about the basic concepts of financial planning and management; as well as provide easy access to view your accounts and timely market information. 

We build long-term relationships by learning and understanding what is really important to each of our clients, as well as providing insight and compassion to help them work toward their financial goals.  Our goal is to ensure that each client's financial assets are well protected through investments and insurance. When a future event takes place such as retirement, an educational need, death, or disability, we work with our clients each step of the way, so they can feel confident that their needs will be taken care of.

 


 

 

 

 

We are excited to now offer WealthVision, a comprehensive and flexible web-based, financial and goal planning tool for our Platinum and Gold clients.WealthVision provides a personalized financial website where you can view everything about your wealth and estate planning in one place, in real time – whether from your desktop or mobile device.

 

Please click on the links below to learn more about WealthVision.

 

Client Video

Financial Planning Video

 
Calculators

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

Lease Payment

How much would your monthly lease payment be?

Mortgage Acceleration

This calculator can help you determine how soon you can pay off your mortgage.

LTCI Cost of Waiting

Estimate the potential cost of waiting to purchase a long-term care insurance policy.

More Calculators →

Newsletters

HOT TOPIC: Why Global Investors Are Worried About European Debt

European officials are working on a bailout deal to help debt-laden Greece avoid default, but some are worried a broader eurozone financial crisis may be waiting in the wings. How likely is a Greek sovereign debt default, and how could it affect European and U.S. financial markets?

Managing Cash When Interest Rates Are Low

It's generally a good idea to keep three to six months of income in an emergency fund, but where should cash be kept when interest rates are low? This article discusses the advantages and disadvantages of savings accounts, certificates of deposit, and money market funds.

New Opportunity Under the Federal Gift Tax

The 2010 Tax Relief Act raised the lifetime gift-tax exclusion to $5 million. This means it could be a good time to make the most of tax-free gift transfers. If so, it's important to understand the annual and lifetime gift exemption limits, as well as which gifts might not be subject to them.

Retaining MVPs with Executive Bonus Life Insurance

An economic recovery is likely to bring more job opportunities to top performers, but it could prove costly for businesses to replace productive employees who decide to leave. An executive bonus plan funded with cash-value life insurance can be used to reward and retain an organization's most valuable employees.

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