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3250 Auburn Rd, Suite 102 Auburn Hills, MI 48326

248-230-8100
info@polarispw.com

Navigating Financial Independence

Here's How

What’s Your Roadmap?

We understand that everyone’s starting points and journeys are different, but that doesn’t mean it needs to be alone.  We partner with clients to serve as a source of direction and support.  Together, we break down the complexities of the financial world through open communication and education.  From individuals and their families, to business owners and entrepreneurs, our services and financial planning approach are in place for your success.

About Us

About Us

As an independent practice, our open architecture allows us to offer complete objectivity and unbiased advice

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<span>Our Services</span>

Our Services

Our open platform of solutions and strategies include a full range of investment and financial services; all in place to support you

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<span>Our Process</span>

Our Process

Comfort and fit is extremely important. Our educational and consultative approach is based on your needs, values and objectives to deliver the relationship you deserve

Next Steps

Timing Your Retirement

This short video illustrates why knowing when to retire can be a crucial part of your strategy.
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What You Need to Know About Social Security

Every so often, you’ll hear about Social Security benefits running out. But is there truth to the fears, or is it all hype?
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Retirement Plan Detectives

A couple become Retirement Plan Detectives, searching records from old employers.
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Articles

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Calculators

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Videos

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Resources

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"Financial freedom is available to those who learn about it and work for it."

- Robert Kiyosaki

"A good financial plan is a road map that shows us exactly how the choices we make today will affect our future."

- Alexa Von Tobeln

"Look before, or you’ll find yourself behind."

- Benjamin Franklin

We Only Know What We Know.  Stay Informed.

To the fault of no one, truer words have never been spoken and let’s face it:  Knowledge is Power. 
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