We provide independent advice, objective research, and proactive service to help individuals build, manage, and preserve wealth to achieve their lifetime goals. We work with clients who value a personal relationship with their advisory team and a comprehensive approach to managing all of their investment, insurance, tax consideration, and estate planning needs. To ensure a coordinated strategy, we partner with clients and their other trusted tax and legal advisors to facilitate estate investment planning strategies and to educate families to prepare heirs for wealth transfer.
The goal of Polaris Financial Strategies Group is to serve our clients, earn their loyalty and trust, and form a relationship that lasts a lifetime. It would be our pleasure to meet and clarify your life goals and create a concise financial plan.