If a financial planner only offers one or two products, they’re looking out for their best interests, not yours. At Discover, we always recommend the financial products that are best for you — not best for us or a bank.
Every financial plan we create starts with a blank piece of paper. It’s only after we discover your dreams, goals and obstacles do we start to create a plan that’s best for you.
Some financial planners make everything complicated and confusing. Every member of our team makes money matters easy and straightforward so you are always 100% clear.
We never instruct or sell. We suggest and advise based on your financial goals, the current markets, our past experience as well as our vast knowledge, experience and proven results.
We offer free, no-obligation Financial Freedom consultation that’s designed around discovering your financial goals, your picture-perfect retirement goals and how we can make your ideal lifestyle a reality.