Products & Services

Polaris Advisory can help you find financial strategies for every life stage. Whether you’re a young or mature family, a business owner or an executive, we can assist in the following areas:

• Comprehensive Financial Planning
• Tax Strategy Planning
• Retirement Planning
• Wealth Management
• Education Funding Planning
• Asset Protection Planning
• Goal Accumulation
• Planning for Business
• Employee Benefit Planning

Investments

• Bonds
• Common Stock
• Institutional Managed Portfolios
• Mutual Fund
• Variable Annuity
• Market Linked CDs
• Real Estate Investment Trust
• Indexed Annuities

Insurances

• Life Insurance
• Health Insurance
• Long Term Care Insurance
• Disability Insurance