Summary of Key Points:
Clients, talk with your Polaris Wealth advisor about getting a “second opinion” on any assets away from us. Have your financial plan up-to-date, and make sure your allocation meets your needs (risk and return).
If you aren’t a client, take advantage of our complimentary financial planning. It’s free of cost or obligation of working with us. Call or write us to learn more: www.polariswealth.com