335 Tamiami Trail
Polaris Financial Strategies Group
Helping Clients Navigate Their Future Through Investment Planning
From wealth management to estate concerns, we're ready to help.
We take pride in creating practiced, disciplined, and comprehensive investment strategies.
Creating and effective investment strategy is an ongoing process, and our team is with you every step of the way.
"Everyone has their own unique goals and aspirations.Our goal as financial professionals is to provide clients with detailed investment plans that can be modified with changing priorities. This helps our clients understand where they currently stand versus where they are headed.
We look forward to working with you!" — Leslie Dunn, Founder and Managing Principal
No matter how you picture retirement, we'll tailor a strategy suited to your goals.
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The Cycle of Investing
Healthcare Costs in Retirement