Financial Planning

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When you decide to work with Polaris Advisors, we tailor your experience to your needs. Our clients choose from one of three levels of service:

Polaris Essential Planning Package Designed for clients who are in the foundational years of saving and accumulating wealth for their future.	Core Topics Asses Your Financial Situation and Typical Expenses Set Your Financial Goals Create a Plan That Reflects the Present and Future Fund Your Goals Through Saving and Investing
Core Topics Financial Position Review Cash Flow Analysis Net Worth Analysis Investment Analysis Protection Analysis Employee Benefits Analysis Education Analysis Accumulation Goals Retirement Analysis Basic Estate Planning Analysis Tax Analysis Additional Benefits Ongoing Reviews One Stop Financial Portal Access Dedicated Support Team	Polaris Premier Planning Package Designed for clients who want a comprehensive financial plan and ongoing reviews, including advice
Polaris Elite Planning Package Designed for clients who are in the foundational years of saving and accumulating wealth for their future. Includes all offerings of Polaris Premier Planning Package in addition to:	Core Topics Access to Advanced Planning Specialists Advanced Estate Planning Bear Market Retirement Planning Business Financial Planning Special Needs Planning Divorce Financial Planning Succession and Business Transition Planning Executive Benefits Planning Additional Benefits Coordination with Outside Accountants for Tax Planning Coordinate with Outside Attorneys for Business and Estate Planning

Polaris Essential

Planning Package

Designed for clients who are in the foundational years of
saving and accumulating wealth for their future.

Core Topics

Asses Your Financial Situation and Typical Expenses
Set Your Financial Goals
Create a Plan That Reflects the Present and Future
Fund Your Goals Through Saving and Investing

Core Topics

Financial Position Review
Cash Flow Analysis
Net Worth Analysis
Investment Analysis
Protection Analysis
Employee Benefits Analysis
Education Analysis
Accumulation Goals
Retirement Analysis
Basic Estate Planning Analysis
Tax Analysis

Additional Benefits

Ongoing Reviews
One Stop Financial Portal Access
Dedicated Support Team

Polaris Premier

Planning Package

Designed for clients who want a comprehensive financial plan and
ongoing reviews, including advice

Polaris Elite

Planning Package

Designed for clients who are in the foundational years of
saving and accumulating wealth for their future.

Includes all offerings of Polaris Premier Planning Package in addition to:

Core Topics

Access to Advanced Planning Specialists
Advanced Estate Planning
Bear Market Retirement Planning
Business Financial Planning
Special Needs Planning
Divorce Financial Planning
Succession and Business Transition Planning
Executive Benefits Planning

Additional Benefits

Coordination with Outside Accountants for Tax Planning
Coordinate with Outside Attorneys for Business and Estate Planning

*Fee-for-Service to construct and maintain your financial plan. Fees vary based on the complexity of the situation. Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC.

Our Process

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.

View Our Process

Call Us Today

(717) 775-8061

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Email Us

info@polarisadvisors.net

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Locate

4000 Market Street, Camp Hill, PA 17011

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