- Tax PlanningWe specialize in helping clients achieve financial peace of mind through ongoing investment management and retirement, estate, insurance, and tax planning. By listening to and understanding your needs, we can assist you in selecting the right course for your overall financial goals and objectives.
- Tax Services
- Income Tax
- Investment ManagementThere are many choices in selecting a financial advisor and it is important to find an advisor that fits your personality and goals. Financial Discovery is a no-commission / fee-only firm that provides comprehensive planning and investment management.
- Mutual FundsThe Financial Discovery Group operates as a commission-free practice, also known as " fee-only," meaning we are compensated through a percentage of the assets we manage. The firm sells only its advisors' knowledge; it does not sell stocks, load mutual funds, insurance or proprietary products. We believe this model minimizes conflicts of interest - our clients worry less about ulterior motives for advice since the firm is not paid for transactions. Clients also feel free to contact us at any time without worrying about receiving an hourly bill.
- Bonds
- Wealth Management
- Accounting Services
- Financial PlanningAbout The Financial Discovery Group The Financial Discovery Group was established in 1996 in Atlanta, Georgia to serve the financial planning and investment advisor
- Retirement Planning
- Annuities