Our Firm

......  provides customized group and individual insurance and related financial services planning. Our financial planners provide customized fee-based Financial Planning* & Wealth Management* strategies. We provide these services to individuals, corporate executives, professionals, business owners & not for profits at all income and wealth levels. 

At Polaris, we believe that a plan is a powerful tool. Reaching your long-term financial objectives hinges on having the right plan -- one that fits your unique circumstances and grows with you. Planning your financial future can be a daunting task. That's where Polaris comes in. We're trained, licensed professionals, and we can draw on years of financial experience when creating a long-term strategy. Whether your concern is paying too much in taxes or not having enough money to last throughout your retirement, we can help you.

The goal of all of our associates and affiliates is to present empowering advice and industry leading solutions for our clients. We utilize a team approach in analyzing and helping clients, and recommendations are based solely on a client's specific needs, circumstances and goals. Please call today if you think your plan is out-of-date. Most people need to update their financial plan each year to help ensure that it is in step with their life. If it's been a while, act today.


If you would like to begin the process, click here......


investors should be aware that investing based upon strategies or models does not assure a profit or guarantee against loss.  With any investment vehicle, past performance is not a guarantee of future results.