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
Important Birthdays Over 50
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
The Long Run: Women and Retirement
For women, retirement strategy is a long race. It’s helpful to know the route.
Jane Bond: Infiltrating the Market
Agent Jane Bond is on the case, cracking the code on bonds.
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.
A letter of instruction provides additional and more personal information regarding your estate.
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
One way to find money is to examine your current spending habits and eliminate money wasters.
Divorce is the second most stressful time in a person's life. Here's some tips to get through it.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator can help you estimate how much you should be saving for college.
This calculator demonstrates the power of compound interest.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator compares the financial impact of leasing versus buying an automobile.
A presentation about managing money: using it, saving it, and even getting credit.
Principles that can help create a portfolio designed to pursue investment goals.
There are some smart strategies that may help you pursue your investment objectives
Investment tools and strategies that can enable you to pursue your retirement goals.
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
It's easy to let investments accumulate like old receipts in a junk drawer.
When markets shift, experienced investors stick to their strategy.
Around the country, attitudes about retirement are shifting.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Taking your Social Security benefits at the right time may help maximize your benefit.
You’ve made investments your whole life. Work with us to help make the most of them.