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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

Bull and Bear Go To Market

Learn about the difference between bulls and bears—markets, that is!
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Preparation is the Key to Retirement

The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.
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Retirement Accounts When You Change Your Job

This video discusses issues related to your retirement accounts when you move on from your job.
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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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