Products
At Polaris Wealth Management, we provide assistance in the following areas:
Financial Planning
- Retirement
- Education
- Tax Planning
- Estate Planning
- Business Succession Planning
- Charitable Giving
Investments
- Exchange Traded Funds/Products
- Mutual Funds
- Stocks
- Bonds
- Alternative Investments/Strategies
- Annuities
- Advisory Accounts
- Brokerage Accounts
- Traditional IRA
- Roth IRA
- SIMPLE IRA
- SEP IRA
Insurance
- Disability Income Insurance
- Life Insurance
- Long Term Care Insurance