Blue Cross Blue Shield, 1660 International Dr, Mc Lean, VA 22102, US

Discovery Wealth Planning is a life-centered wealth planning business based in McLean, VA, offering comprehensive financial planning services to financially independent individuals and couples across the United States. They specialize in healthcare planning, tax planning, and investment management, helping clients minimize taxes, maximize outcomes, and achieve their retirement goals. With a disciplined process that emphasizes discovery, analysis, collaboration, and implementation, Discovery Wealth Planning aims to establish trusted relationships with clients, uncover what is truly meaningful in their lives, and allocate resources with purpose and intention. As a fee-only advisor, they provide organization, accountability, objectivity, proactivity, education, and partnership, catering to clients aged 55 or older with a net worth between $1 million and $5 million.Generated from the website

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