What We Do      

Comprehensive Financial Planning & Investment Advisory Services

We believe that an independent financial planner should be the focal point of the financial planning and implementation process.  "Fee-Only" financial planners work solely for you and are compensated only by a previously agreed upon fee.  Therefore, we are objective in our evaluation and recommend a course of action based only on your strategic financial considerations. 

As "Fee-Only" advisors, we do not accept commissions or receive any other compensation for recommending specific products.

Financial Planning Services

We begin The Planning Process by first understanding your financial philosophies, priorities and objectives. Once these are determined, we work with you to help you establish your financial goals. A comprehensive plan is prepared that serves as a guide. 

The plan will include analysis, alternatives, and recommendations in all areas that apply to your financial life.  

Financial planning areas include but are not limited to:

Following the completion of your plan, we continue to work with you to accomplish the most important aspect of the planning process; the implementation of your plan. We can help you pull together a team of CPAs, attorneys, bankers, and insurance professionals or we will work with professionals with whom you already have a relationship. 

Throughout the planning and implementation process, the essence of our relationship with you is built upon trust, understanding and exceptional service. The result is an unbiased plan of action, prepared by a professional who is working to protect and accumulate wealth for you and your family.

Financial Discovery provides investment advisory and money management services that include a determination of the client’s risk tolerance comfort level and an analysis of the client’s existing investment portfolio. We recommend appropriate asset allocation plans and select investments that fit with your overall financial goals and objectives. 

We invest your funds using professional money managers that have an excellent research staff, long-term total investment experience, and that stick to their investment discipline.  

Our Investment Advisory Services include :

Tax Minimization Investment Strategies

We believe our fee structure is fair and compares favorably with other qualified practitioners. The advisor or any party in which the advisor has a financial interest does not receive any compensation or other remuneration that is contingent on any client’s purchase or sale of a financial product. The advisor does not receive a fee or other compensation from another party based on the referral of a client or the client’s business.

Learn more about:

The Planning Process

What To Look For In A Planner   

Our Fees 

Our ADV