Home Working with Discovery Financial Products and Services Research and Tools About Discovery Financial Group News & Events Contact Us
Make Your Retirement Bloom

Once you decide to work with Discovery Financial Group, your first step will be to complete the Personal Financial Questionnaire. You will need the following documents:

•   Last year's tax return
•   Most recent W-2s and paycheck stubs
•   Checking and savings account statements
•   Investment account statements (mutual fund, brokerage, annuity, employer stock option statements, etc.)
•   Retirement account statements (401(k), 403(b), IRAs, etc.)
•   College savings plan statements
•   Estimate of Social Security benefits
•   Estimate of projected annual pension benefits
•   Military or civil service benefits
•   Insurance policies
•   Home mortgage statement
•   Credit card statements
•   Wills and other estate planning documents

We can help. Talk to a
financial planner today!

Have a financial advisor call you.
Complete a request form. Click here.
OR
Speak with an associate
1-877-902-3344
9:00 Am to 5:00 PM EST
Monday through Friday

Receive Our White Paper Today! “Financial Planning: Now, Not Later!” It’s FREE!

Sign up for our mailing list now and we’ll send you this useful document on how to increase your personal wealth and strengthen your portfolio.
Testimonials

Our clients know the value of working with Discovery Financial Group. Their stories are different but their goal is the same.
See what people have to say about Discovery Financial Group.