Our Services


Discovery Financial, LLC's team of financial advisors have over 70 years of combined experience in helping our clients pursue their financial confindence.  In working with individuals, business owners, 401(k) and pension plans, we offer access to a  wide variety of products and services, which include the following:

  • Financial Planning (through LPL Financial, a Registered Investment Advisor)

  • Investment Management

  • Retirement Strategies 

  • Tax Management

  • Estate Conservation

  • Life & Disability Insurance

  • Long Term Care Insurance

  • Fixed and Variable Annuities


  • 401(k) & Pension Plans

  • 529 College Savings Programs

  • Deferred Compensation Plans

  • Business Succession Planning