ABOUT US

At Polaris Advisors, we act with integrity and compassion and use our resources and knowledge to build relationships that work towards positive growth and financial independence for our clients and their loved ones. We strive to be educators of our communities, helping people discover and achieve their personal and financial dreams.

Whether you are preparing for a milestone life event, such as retirement or the sale of a business, or simply looking for financial protection for the future, our Financial Services Representatives promise to offer you a new level of attention, insight, and guidance.

We offer a straightforward approach to building financial strategies focused around you, your schedule, your circumstances, and your objectives. We take the time to understand your needs, explain different options to you and earn your trust before offering possible solutions. By working with our Financial Services Representatives, you can take meaningful, manageable steps toward developing an integrated strategy to help achieve a secure financial future. Since your financial situation is bound to change, we work with you over time to monitor your progress and help ensure you are on track to achieving your goals.

R

Our Goal

Our goal is to help you achieve yours. To help you clarify your goals and objectives. To help you objectively assess your risk tolerance. To comprehensively monitor financial changes, problems and opportunities. To remain committed to working with you through the years as you make your lifestyle dreams become reality.

R

Our Goal

Our goal is to help you achieve yours. To help you clarify your goals and objectives. To help you objectively assess your risk tolerance. To comprehensively monitor financial changes, problems and opportunities. To remain committed to working with you through the years as you make your lifestyle dreams become reality.

R

Our Commitment

Local residents and businesses rely on us to help secure their financial futures, but our commitment doesn’t end there. We believe that in order to build long-lasting relationships with our clients, we also have to serve the local communities in which they live and work. Here’s how we are making a difference in our communities.

R

To The Community

Our community involvement through charitable organizations and civic events is deeply important to us and our time and resources invested are additional reasons we’ve earned trust from so many in this area.

Our working environment is characterized by teamwork, trust and cooperation. We work together to serve you. We honor our commitments and hold ourselves and each other accountable. We support the best in each other and know we can be the best financial services organization in the area. We are determined to succeed.

Our Process

Establishing a relationship with our clients that lasts a lifetime is our goal.  Our goal-oriented process is comprehensive and detailed yet simple to understand.  Each step is designed with the intent of helping you achieve your financial objectives.

R

Discovery of Your Lifetime Goals & Objectives

What is it that you hope to achieve, from the simplest savings goal to your legacy planning?  We endeavor to fully grasp where you are now and where you are going.

R

Define Our Relationship

Our team clearly explains the different levels of services provided and how each works.  We feel it is important to be clear of expectations on all levels from the beginning of our relationship.

R

Gathering of Current Financial Information & Positioning

We discuss your current financial positions, coverages and savings levels.  We assess your lifestyle and risk tolerance while considering your short and long-term goals.

R

Analysis and Evaluation

We compare your current situation to your objectives and determine the ideal strategies to help you reach your goals.  Our broad array of services allow us a multitude of options.

R

Implementation**

Together we work to put your strategies and resources to work for you.  The options discussed that are most ideal for your unique situation are put into place. **The client is free to implement the plan recommendations with whomever he/she chooses.

R

Recommendations*

We detail an extensive roadmap to help you work toward reaching your important goals and objectives.  Our team will guide you through the optimal strategy that will fit your risk tolerance and lifestyle needs. *The producer’s relationship with the client during post-plan delivery is as a registered representative and not as a fee-based financial planner.

R

Monitor & Review***

One constant in life is that things have a way of changing.  That’s why our team will meet with you to monitor your progress towards your goals.  When changes need to be made from either end, these are discussed and implemented as needed. ***Periodic reviews or updates require a new agreement and may be subject to additional fees.