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
The Half Million Dollar Baby
The true cost of raising a child may be far more than you expect.
Retirement Traps to Avoid
Beware of these traps that could upend your retirement.
Getting a Head Start on College Savings
A few strategies that may help you prepare for the cost of higher education.
It's important to make sure your retirement strategy anticipates health-care expenses.
Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
Building wealth requires protection from the forces of wealth destruction.
When considering life insurance, it's important to understand your options.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator can help determine whether it makes sense to refinance your mortgage.
Use this calculator to better see the potential impact of compound interest on an asset.
Assess whether you are running “in the black” or “in the red” each month.
This questionnaire will help determine your tolerance for investment risk.
This calculator compares the financial impact of leasing versus buying an automobile.
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.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
Investment tools and strategies that can enable you to pursue your retirement goals.
Learn more about taxes, tax-favored investing, and tax strategies.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Taking your Social Security benefits at the right time may help maximize your benefit.
Do you know these three personal finance sayings?
Here’s a crash course on saving for college.
Around the country, attitudes about retirement are shifting.