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335 Tamiami Trail Port Charlotte, FL 33953

703-467-0370
Info@polarisfs.com
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Polaris Financial Strategies Group

Helping Clients Navigate Their Future Through Investment Planning

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Polaris Financial Strategies Group

Helping Clients Navigate Their Future Through Investment Planning

Learn More

Polaris Financial Strategies Group

Helping Clients Navigate Their Future Through Investment Planning

Learn More
Our Services

Our Services

From wealth management to estate concerns, we're ready to help.

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Our Values

Our Values

We take pride in creating practiced, disciplined, and comprehensive investment strategies.

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Our Community

Our Community

Creating and effective investment strategy is an ongoing process, and our team is with you every step of the way.

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"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

About Us
See the World Without Breaking the Bank

See the World Without Breaking the Bank

Check out the Traveling Dragonfly for great tips to make your travel budget go further.

New Clients

New Clients

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Existing Clients

Existing Clients

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Resource Center

Should I Pay Off Debt or Invest?

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.
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Taxable vs. Tax-Deferred Savings

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.
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Should You Ever Retire?

Should You Ever Retire?

A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
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