Discovery Financial Center

read moreAs financial professionals, our firm is committed to helping people just like you create solutions for their retirement assets. Once we understand your risk tolerance, time horizon and goals, we'll work diligently to develop a program that carefully balances investment strategies with preserving principal. Knowledge is power. It's also the foundation for intelligent, well-considered decisions. When you have retirement in sight, those decisions are vital in helping you pursue your goals. Almost everyone wants to avoid a costly mistake that can alter their retirement vision.

read moreWhether you are just starting out on your investment journey, are in the midst of your career, or are planning for or living in retirement, we can address your most pressing financial concerns. We would love to set up a 45 minute complimentary consultation to discuss any of the following topics more in detail. Give us a call at 651-388-9594 or 800-645-4473 or use our "Have a Question" form to reach out today. A financial roadmap can help you chart a course between where you are today and where you want to be tomorrow.

read moreWhen you partner with Discovery Financial, you can trust that you're partnering with professional financial advisors who have the background and breadth of experience to help get you where you want to go. We believe that we meet challenges better as a team than as individuals, so every Discovery Financial advisor is backed by our entire team. Doug is President and CEO of Discovery Financial. He puts his 40 years of financial experience to good use, assisting his clients in achieving their most important financial goals.

read moreOne of the keys to a sound financial strategy is spending less than you take in, and then finding a way to put your excess to work. A money management approach involves creating budgets to understand and make decisions about where your money is going. It also involves knowing where you may be able to put your excess cash to work.

read moreUnderstanding tax strategies and managing your tax bill should be part of any sound financial approach. Some taxes can be deferred, and others can be managed through tax-efficient investing. With careful and consistent preparation, you may be able to manage the impact of taxes on your financial efforts.