FAQ
FAQ
Wealth management doesn’t have to be confusing. We are here to aid you in your financial success. Please check out some of our most frequently asked questions below.
- 1. How Do I Register For Online Access For My Investments?
Online Investment Registration
- How Do I Sign Up For E-Delivery Of My Investment Statements?
e-Delivery
- 3. How Do I Access My Investment Statements, Confirms, Tax Documents Or Correspondence?
Access Key Documents
- 4. Where Do I Go To See My Investment Account Balances?
Access Your Account Information
- 5. How Do I View Information On My Existing Life Insurance Policies?
Online Life Insurance Registration
- 6. How Is The Polaris Advisors Team Compensated?
Our fee is determined on a case by case basis. The three most common ways we are compensated: fee based engagements, a percentage on the assets we manage or as a commission on the various insurance products that we may suggest for your plan.
- 7. What Is Polaris Advisors’ Process Like?
See attached Flowchart
- 8. How Do I Schedule/Who Do I Contact To Schedule A Meeting?
Please contact Polaris Advisors at 717-775-8061.
- 9. How Often Would We Meet To Review My Plan?
To be determined on a case by case basis. Initially, there are a high frequency of meetings, in order to establish and fully execute a plan. Once the plan is dialed in, most clients meet once a year. However, because each situation is unique and sometimes more complex, we could meet as often as quarterly. This will be determined during your meetings with the Polaris Advisors team.
- 10. Is There A Minimum Required To Become A Client Of Polaris Advisors?
There is no dollar amount minimum to be a client of Polaris Advisors. We simply ask that you are a good human being and to be respectful to members of our team.
- 11. What Is A CFP® (CERTIFIED FINANCIAL PLANNER™)?
For more information on the CFP™ designation, visit www.letsmakeaplan.org
- 12. What Is An AIF® (Accredited Investment Fiduciary)?
For more information on the AIF® designation, visit www.fi360.com
- 13. What Is A CLU® (Chartered Life Underwriter®)?
For more information on the CLU® designation, visit www.theamericancollege.edu/clu
- 14. What Is A ChFC (Chartered Financial Consultant)?
For more information on the ChFC® designation, visit www.theamericancollege.edu/chfc