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| Your First Financial Planning Meeting Not sure what to expect from a consultation? We understand that. At Discovery Financial Group, we know that your finances are a personal matter. That's why our goal is to make you feel comfortable throughout the planning process. And rest assured everything you discuss with our advisor is confidential. Before you meet with your advisor, consider this: Your current financial situation – get an accurate picture of where you are today. Include your debts, savings, insurance and expenses Your financial goals – where do you want to be in 5, 10, 25 years? Think about what you want to achieve with your financial plan. Give some thought to your dreams – both long and short term -- before meeting with your financial advisor. Your investment strategy – what level of risk are you most comfortable with? Your financial concerns – what are your top areas of financial concerns? Where can we help you the most? What do you hope to accomplish financially?   Why Discovery Financial? When you team up with one of our financial advisors, you're working in tandem to help protect your future, improve your life and work towards reaching your long-term dreams.. Find out why Discovery Financial planning services are right for you. Our team :A unique quality of the Discovery Financial Group team is that all of our current advisors were clients prior to joining the company. They recognized the value and security the programs brought into their lives and wanted to share it with others. Learn more. Our Proprietary Process: Our distinctive financial planning process puts you and your goals at the center of our business and our process. Make the first move towards financial freedom. |
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Copyright 2008 Discovery Financial Group, Inc. All Rights Reserved.
Securities offered through Saxony Securities, Inc. Member FINRA/SIPC
Investment Advisory Services offered through Saxony Capital Management, LLC.
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