Our mission is to create financial confidence and to help build your wealth by design and not by default. Discovery Financial, LLC's team of advisors have over 50 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
:
Investment Management
Retirement Strategies
Tax Planning
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
Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. www.finra.org and www.sipc.org
Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. For a list of states in which I am/we are registered to do business, please visit www.discoveryfinancialllc.com
