Helping you find your way
In an ever-changing financial climate, it can be difficult to confidently create a financial strategy, let alone have the time to manage one that can grow with you over the years. But without an up-to-date and flexible strategy in place, it can be difficult for you to achieve your goals.
Discovery Partners Investment Center is an independent financial services firm dedicated to assisting clients with their greatest financial concerns. We offer comprehensive investment management and financial strategies coupled with objective advice and recommendations. Our utmost goal is to provide customized strategies that can grow with clients throughout the many milestones of life. We take pride in knowing we have helped young professionals, growing families, and retirees pursue their financial dreams.Contact Us
A Decision Not Made Is Still a Decision
Investors who put off important investment decisions may face potential consequence to their future financial security.
It Was the Best of Times, It Was the Worst of Times
All about how missing the best market days (or the worst!) might affect your portfolio.
Investment Challenges of the Affluent Investor
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
Understanding the economy's cycles can help put current business conditions in better perspective.
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
This questionnaire will help determine your tolerance for investment risk.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator can help you estimate how much you should be saving for college.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Use this calculator to compare the future value of investments with different tax consequences.
Use this calculator to better see the potential impact of compound interest on an asset.
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
Investment tools and strategies that can enable you to pursue your retirement goals.
A presentation about managing money: using it, saving it, and even getting credit.
There are some smart strategies that may help you pursue your investment objectives
Using smart management to get more of what you want and free up assets to invest.
There’s an alarming difference between perception and reality for current and future retirees.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Why are 401(k) plans, annuities, and IRAs so popular?
Understanding the cycle of investing may help you avoid easy pitfalls.
Estate conservation is too important to put off. Do you have a smart exit strategy?