An integrated financial wellness solution

Affordable financial benefits designed for small to medium sized businesses (SMBs) & their employees.
Cover the full spectrum of your employees financial needs. Our financial wellness program is designed to alleviate employees' financial stress and replace it with financial peace of mind. Our Retirement and Health Savings Account (HSA) plans make it easier for you to attract and retain the talent that drives your business forward. Through our easy-to-use online tools and available support, we help your employees prepare for retirement and their health. 

Wealth Management
Financial Health

Your employees have access to a dedicated advisor that provides financial planning and investment management services tailored to your employee's life events and goals. Advisors can help with saving strategies, investments, retirement planning, social security, college education, insurance analysis, and benefits. 
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Retirement Plans
401(k)    403(b)    457
We make it simple to implement a low cost retirement plan that is individually designed for your business or non-profit, regardless of its size. We offer tailored options and a flexible approach to help you maximize your employees’ retirement outcomes. 
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Health Savings Accounts
HSA
HSAs can help your employees manage their health expenses today while they plan, save, and invest for the future. Health savings accounts (HSAs) are a unique opportunity to address employee concerns about medical expenses in retirement and help individuals and employers maximize tax savings. Our turnkey HSA solution helps to control costs, simplify administration, and empower employees. 
Already have a plan? We'll do a free plan review. ​
We take a holistic and integrated approach to your employees financial needs and goals. We offer a comprehensive solution designed to meet the needs of your organization and employees. Employees partner with a financial advisor to help them develop a comprehensive strategy tailored to their goals.  
Transparent & Independent 
Polaris does not use proprietary products nor do we have ties to any fund families or providers. We provide transparent fee schedules and easy to understand plan details. ​
Trusted Advisor
We serve as your single point of contact to manage your plan. ​
Customization
We do not believe in "cookie cutter" plans. Polaris works to customize plans for the needs of your business and employees. 

Affordable
We believe robust retirement and health savings benefits should be available to all businesses regardless of their size. Our solutions are designed to fit your budget.

Helping employees reach their financial goals.
Ready to get started? Tell us about your business and we'll tailor our suite of solutions to meet your needs.

See how we can help you.
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Contact
(888) 212-9940
​[email protected]
© 2024 Polaris Financial, LLC.
Advisory services offered through Polaris Financial, LLC. Polaris Financial, LLC is a SEC registered investment advisor. 6 Liberty Square #2663 Boston, MA 02109. All rights reserved. Brokerage services provided to clients of Polaris Financial, LLC by Altruist Financial LLC and/or Interactive Brokers Group, registered broker-dealers and members FINRA/SIPC. Past performance is no guarantee of future results. All securities involve risk and may result in loss. Nothing in this communication should be construed as a solicitation or offer, or recommendation, or advice to buy or sell securities or services. 
Investments in securities: Not FDIC Insured - Not NCUA Insured - No Bank Guarantee - May Lose Value. 
Polaris Financial has a partnership with banks and credit unions to provide investment advisory services to their customers and members. The banks and credit unions are not investment clients of Polaris Financial but have a revenue sharing relationship that can create a conflict of interest.