What is Financial Planning?

Financial Planning is the groundwork of developing strategies to help you manage your financial affairs so you can build wealth, enjoy life and achieve a sense of security. Many individuals take a piecemeal approach to financial planning; they only engage in planning when major life events occur, and then respond to areas immediately affected by those events.

Polaris Wealth Management takes a holistic approach, by taking a proactive, comprehensive view to planning. We aim to uncover gaps in our client's financial picture, so we can take preventive measures along with uncovering financial planning opportunities. The only way to discern such gaps and find financial planning opportunities is to look at a client's entire financial landscape. Thus, we concentrate on several distinct areas of planning which include:

•       Retirement Planning

•       College Funding Strategies

•       Wealth Protection Planning

•       Investment Planning

•       Estate Planning

•       Tax Strategies

A plan is only as good as its execution; Polaris Wealth Management will assure that you implement your plan in a timely and efficient manner. You will not be alone in this process, as we will be there to guide you through multiple life phases.

With that in mind, financial planning is something that cannot be done once in lifetime and put away. Our team at Polaris Wealth Management will take into account changes in laws, taxes and capital market conditions as well as clients’ life changes to revisit your financial plan periodically and make certain that it is alignment with your life trajectory.