Broker Check

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
  • 401(k) & Pension Plans
  • 529 College Savings Programs
  • Deferred Compensation Plans
  • Business Succession Planning