Help Your Employees Prepare For Retirement

Credit Union Wealth Group makes it easy 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. As an independent firm, we work on your behalf to to help you select, customize, and design a plan that make sense for your business. Our financial advisors provide guidance and support to you and your employees. ​

How We Work With You

Design a Custom Plan
We help to design a customized plan that seeks to deliver the desired services while minimizing costs for both the business and employees.
Enroll
We will onboard your employees and help them set their contribution rates, select investment choices, monitor balances, and make updates. ​
Dedicated Support
We serve as the single point of contact for you and your employees to help manage your plan and their retirement savings. ​

Plan Services

Our services are designed to align with your goals and help you develop a robust, integrated, and low cost plan.

PLAN DESIGN

We work with you to develop and implement a plan strategy that meets your company’s benefit goals.

FIDUCIARY SERVICES

We provide ERISA Section 3(38) fiduciary services to provide robust investment management and reduce your fiduciary liability. ​

EMPLOYEE EDUCATION

​We combine automated and human advice to address employee questions and provide financial education.
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PLAN COMMUNICATION

​We design custom communications to help plan sponsors increase enrollment or engagement around a specific topic

INVESTMENT MANAGEMENT

We offer a diverse range of low cost fund options including mutual funds, ETFs, and managed portfolios. 

VENDOR MANAGEMENT

We perform administration, compliance, record-keeping, and custodial due diligence and selection.
 Ready to get started? ​We’ll help you design a retirement plan that’s right for you, your employees, and your business.

Robust Investment Options

We offer a diverse range of low cost fund options, managed portfolios, and target date funds. ​
Funds
​Employees have access to a global array of low cost passively and actively managed mutual and exchange traded funds (ETFs).
Managed Portfolios
Our investment team constructs   professionally managed, broadly diversified model portfolios to help employees meet their retirement goals.
Target Date Funds
Employees have access to a suite of low cost target date funds. ​

Already have a plan?
​We can provide a free review of your current plan.
Contact
(888) 212-9940
​​[email protected]
© 2024 Polaris Financial, LLC.
Advisory services offered through Polaris Financial, LLC doing business as Credit Union Wealth Group. Polaris Financial, LLC is a SEC registered investment advisor. 6 Liberty Square #2663 Boston, MA 02109. All rights reserved. Brokerage services provided to clients of Polaris Financial, LLC by Altruist Financial LLC and/or Interactive Brokers Group, registered broker-dealers and members FINRA/SIPC. Past performance is no guarantee of future results. All securities involve risk and may result in loss. Nothing in this communication should be construed as a solicitation or offer, or recommendation, or advice to buy or sell securities or services. 
Investments in securities: Not FDIC Insured - Not NCUA Insured - No Bank Guarantee - May Lose Value. 
Credit Union Wealth Group has a partnership with credit unions to provide investment advisory services to their members. The credit unions are not investment clients of Credit Union Wealth Group but have a revenue sharing relationship that can create a conflict of interest.