Polaris Financial Services          Home page


Offering a full range of financial services for successful small businesses and for Individuals looking for SAFE Money Alternatives

Westerville, OH 

Columbus, OH 

Telephone # 614-264-3864

e.mail 

polarisfinancialservices@gmail.com

www.columbusfinancialplanningpros.com


 KEY WORDS:

 financial advisor, financial planner

reduce taxes, reduce benefit costs

Benefits, Business  benefits 

401K Plans, SIMPLE Plans, ROTH IRA, IRA, retirement plans

Safe Money, 

Risk free financial products Guaranteed  Lifetime Income

 Long Term Care (LTC)

Long Term Disability (LTD)

Health Plans, HSA Plans

Annuity, 

Fixed Indexed Annuity (FIA)

Single Premium Immediate Annuity (SPIA)

Multi Year Guarantee Annuity (MYGA) 

Living Trusts 

Business Buy-Sell agreements 

Insurance, Term, Return of Premium,

Universal  Life, Whole Life 

wealth Management, 

wealth accumulation 

SAFE Money Strategies

SAFE Money Alternatives 

Westerville  OH

Columbus Ohio 

 

  LINKS to  other website pages

polarisfinancialservices blog

PRODUCTS and SERVICES 

SERVICE AREA 

Polaris Financial Services for Individuals 

College Financial Aid 

FAFSA Application 

Links to Other External Websites 

 


click below or cut and paste to take our survey http://www.surveymonkey.com/s.aspx?sm=vAYEqh_2foaikJH1NRsXDBKQ_3d_3d

 

 

INTRODUCTION

My small business clients tell me that their primary concern is growing their business and assets. We are a financial planning consulting firm that works with our clients to do the following things. We help you grow your business assets, improve your advertising presence online, reduce business expenses, reduce taxes, and enhance your business and personal benefits. Some of the benefits offered are available at little or even at no cost to the employer. Most benefits are tax deductible to the business reducing income taxes and FICA taxes.

Most financial consultants ask how much you have and then tell you where they want to move your money to, without understanding your business, your goals or your needs. We can do all of those things for you and many more but before we do that We NEED to understand you, your needs and your business goals. Only Then can we structure the right plan and benefit program for you and your business.

A recent study has indicated that approximately 50% of employees would like help with financial planning. We work with client companies to provide as an employee benefit for interested employees a meeting with a financial advisor. This no obligation consultation would be offered at no cost to the company and at no cost to the employee.

  

www.columbusfinancialplanningpros.com



All of our products and services are offered by state licensed professionals.

Feel free to  contact us if you  wish to discuss your business or personal financial needs and wishes!

Please visit us again! 

All materials copyrighted © 2008 


 

 

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