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. 
Vertical Divider
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. 
Vertical Divider
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.
Subscribe to our news & updates:
Credit Union Wealth Group
Banc Wealth Group
​Polaris Portfolios
Contact
(888) 212-9940
​support@partnerpf.com
Polaris Financial, LLC is a registered investment advisor with the U.S. Securities and Exchange Commission.  
Investments in securities: Not FDIC Insured - Not NCUA Insured - No Bank Guarantee - May Lose Value.
All investing involves risk, including the possible loss of money you invest, and past performance does not guarantee future performance. 
The information contained in this communication is provided for general informational purposes only, and should not be construed as investment advice. Nothing in this communication should be construed as an offer, recommendation, or solicitation to buy or sell any security. Any links provided to other server sites are offered as a matter of convenience and are not intended to imply that Polaris Portfolios, LLC endorses, sponsors, promotes and/or is affiliated with the owners of or participants in those sites, or endorses any information contained on those sites, unless expressly stated otherwise. Free and simple tools are available to research firms and financial professionals at Investor.gov/CRS which also provides educational materials about broker-dealers, investment advisers, and investing.