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Empowering Financial Advice for Everyone Else

Polaris seeks to help build and preserve your wealth. Through client-specific financial analysis, our services are designed to provide you financial well being for the long-term. We are dedicated to delivering advice in a manner that is both confidential and consistent with your needs. We consider every aspect of our clients’ financial lives, enabling us to become their essential partners – by providing wealth management advice, products* and services*.

 

 

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.

Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

Credit Card Debt

How Long Will It Take to Pay my Balance?

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Savings Goals

How much do you need to save each year to meet your long-term financial goals?

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Don't Forget the World

If your portfolio doesn't include some global equities, it may be missing a key dimension.

HOT TOPIC: New Rules Likely Making Credit Cards More Expensive

New rules designed to limit credit-card issuers from quietly raising interest rates and fees will undoubtedly help consumers become more aware of the terms and conditions on their credit cards. But the real news is that the Credit Card Accountability, Responsibility and Disclosure Act of 2009 (CARD) may actually be making credit cards more expensive to use.

Don't Let a Disability Cripple Your Family's Finances

One way to help protect against the financial ruin that a disability can bring is through disability income insurance.

Beware the Better-Than-Average Effect

Economists have found that, on average, people tend to believe that their own lives are improving at a faster rate than most everyone else's.

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