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 Cycle of Investing
Understanding the cycle of investing may help you avoid easy pitfalls.
Best Performing Asset Classes
Bonds may outperform stocks one year only to have stocks rebound the next.
Systematic Withdrawals in Retirement
Taking regular, periodic withdrawals during retirement can be quite problematic.
Knowing the rules may help you decide when to start benefits.
Knowing how insurance deductibles work can help you save money and give you peace of mind.
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
There are four very good reasons to start investing. Do you know what they are?
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
Assess whether you are running “in the black” or “in the red” each month.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Estimate how much of your Social Security benefit may be considered taxable.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Investment tools and strategies that can enable you to pursue your retirement goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
A presentation about managing money: using it, saving it, and even getting credit.
The average retirement lasts for 18 years. Are you prepared to fill that many days?
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
If you died, what would happen to your email archives, social profiles and online accounts?