Our Services

Discovery Financial, LLC's team of financial advisors have over 70 years of combined experience in helping our clients pursue their financial confidence. 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
Investment Management
Retirement Strategies
Tax Planning
Estate Conservation
Life & Disability Insurance
Long Term Care Insurance
Fixed and Variable Annuities
SIMPLE & SEP IRA's
401(k) & Pension Plans
529 College Savings Programs
Deferred Compensation Plans
Business Succession Planning