About

We understand you have many choices when it comes to financial planning, so we work hard to make sure Discovery Financial steps above the rest to create a personalised plan for your needs. Everyone’s goals are personal and diverse, which require a deep pool of knowledge to draw upon.  With combined experience working with business owners and professionals of over 50 years in the specialized areas of net worth coaching, financial planning, benefits planning, risk management, and wealth management, you can be assured you’re making the right choice with us.   For over 19 years we have served the needs of this community, and we look forward to a long future together.  Please continue through the website to find out what makes us different. You can also contact us any time at 1-866-513-8323 to speak with one of our professionals. Thanks once again for visiting Discovery.