How Can We Assist You?
- Trust and Your Advisor…
- We are a fiduciary
- We are fee only
- We are on your team
- We are your personal Chief Investment Officer
- Managing Your Retirement…
- We provide strategies to help maximize your retirement income
- We help you plan, so you don't outlive your money
- We work with your CPA to help limit tax ramifications
- Preserving Your Wealth…
- We work with you to set and fund financial goals
- We help you track your progress to meet your financial goals
- We work with you to retire successfully
- My Family and My Legacy…
- We work with you to educate you on the best ways to leave money for your family
- We work with you and your attorney to create a trust
- We work with you on strategies to leave money for charity
- How to Invest Responsibly…
- We work with clients that want to align their personal values and their investments
- We offer portfolio management solutions to meet our clients' needs
- Keeping Up-to-Date…
- We offer every client a complimentary financial plan and update it regularly
- We educate our clients through blogs, podcasts, and educational emails
- We conduct quarterly client meetings
- We reply to all questions within one business day
$1.1 BILLIONASSETS UNDER MANAGEMENT
OVER 20 YEARSIN BUSINESS
Polaris Greystone in the News
Outlook for stocks.
October 23, 2018
Polaris Greystone Financial CIO Jeffrey Powell on the outlook for stocks.
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