Polaris Financial Services

We work with Small business owners, individuals and families in several important ways

We help to  grow their retirement and other financial assets safely.  We help to provide for retirement income and the many other "what if's" that happen in life.  We offer Long Term Care options from the  traditional to the non traditional. Many clients use our sevices to create sources of TAX FREE income for  retirement.  We ae not talking of tax deferred while you are working but actually creating an asset pool that you can  spend with no tax liability.  We provide many forms of life insurance including Term Insurance, Return of Premium Term, Universal Life and Whole Life  Cash value policies to meet your needs. 

We incorporate Safe Money strategies that help protect your assets from market risk and that can  produce lifetime income that you cannot outlive. We offer and manage 401K Plans, ROTH 401K Plans, SIMPLE and SEP plans as well as Executive retirement plans. We also provide Life Insurance, Health Insurance, And Long Term Care Insurance for business and individuals

We incorporate Safe Money strategies that can protect your assets from Market Risk.  We also can deliver Lifetime Income tht you or your employees can never outlive. We also utilize several products that can create a TAX FREE pool of assets for your future needs.  These can be used for special expenses or can  be used to create a lifetime of TAX FREE Income