Discovery Financial Group

As financial security advisors, our mission is to build a plan tailored to help meet your specific needs. We're dedicated to understanding your goals and providing you with the professional advice needed to help you achieve those goals. We work to help secure and enhance your net worth, through proper management of your personal and corporate assets using our knowledge, our experience and our strategies.

To build financial security plans, we use a proven process based on the four cornerstones of financial security - financial security at death, at retirement, liquidity and in the event of disability and critical illness. Working together, we assess your total financial security planning needs regarding retirement, insurance, major purchases and education - then we look at product solutions to help address those specific needs.