At Discovery Wealth Planning, we believe that effective financial planning occurs at the intersection of your money and your life. It is in this sweet spot that we have an opportunity to implement real, lasting improvements to your long-term financial well-being.
It’s not enough to simply build wealth, you also must maintain it. We work to help minimize your taxes and maximize your outcomes with a focus on reducing your lifetime tax liability. Specific to your retirement, we help you establish a tax-efficient investment and distribution strategy, which may include:
We implement custom investment solutions specifically designed to help you achieve your retirement goals.
Using information gained through our personal conversations with you, we develop a custom investment plan and allocation target. In building the plan, we are guided by your specific objectives and tax considerations. It is this plan that guides all portfolio decisions.
We take a passive approach to investment management to minimize fund and transaction costs and taxes and to avoid behavioral biases associated with trying to time the market. We utilize low-cost exchange-traded funds (ETF’s) to build and manage custom portfolios.