Our Services

Discovery Financial, LLC's team of 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.  Some of these are:

• Financial Planning through LPL Financial, a registered investment advisor
• Investment Management
• Retirement Strategies 
• Tax Management
• Estate Conservation
• Life and Disability Insurance - Group & Individual
• Long Term Care Insurance Coverage
• Fixed and Variable Annuities
• SIMPLE and SEP IRAs
• 401(k) and Pension Plans
• 529 College Savings Programs
• Deferred Compensation Plans
• Business Continuation Succession Plans
• Key-person Coverage
• Individual and group health
• Medicare supplement coverage