Description
Discovery Wealth Management is a financial planning firm that helps clients in Orange County, California and Zionsville, Indiana with a wide range of financial needs. They offer services such as 401(k) rollovers, charitable giving/legacy planning, HNW/UHNW clients, special needs trusts, education strategies, extended care, estate strategies, social security strategies, and small business ownership. The firm has a team of experienced financial advisors who can help clients with all of their financial needs. They offer a personalized approach to financial planning and work with clients to develop a plan that is tailored to their specific goals and objectives.