Coming together is a beginning; keeping together is progress; working together is success.
— HENRY FORD
Based on your individual needs, Granite Financial works with you to plan for your future: the health of your wealth, the growth and distribution of your assets, wealth transfer, charitable giving and/or estate planning. We look at the whole picture and are a true retirement resource.
Working with you, we provide the advice you need to make informed decisions so you have the confidence to enjoy your financial success.
We believe in providing service with integrity and thoughtfulness.
A Decision Not Made Is Still a Decision
Investors who put off important investment decisions may face potential consequence to their future financial security.
Systematic Withdrawals in Retirement
Taking regular, periodic withdrawals during retirement can be quite problematic.
Top New Digital Tools for Small Businesses
Apps that help small business owners better manage and grow their business.
Understanding the types of long-term-care services—and what those services could cost—may be critical.
It's important to make sure your retirement strategy anticipates health-care expenses.
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
How much do you know about one of the most important tools you have to help protect your and your family’s financial future?
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This questionnaire will help determine your tolerance for investment risk.
Assess how many days you'll work to pay your federal tax liability.
There are some smart strategies that may help you pursue your investment objectives
The importance of life insurance, how it works, and how much coverage you need.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
Investment tools and strategies that can enable you to pursue your retirement goals.
Are Real Estate Investment Trusts right for your portfolio?
There’s been a lot of talk about Tax Reform. What might it look like?
Here are five facts about Social Security that might surprise you.
Learn how to harness the power of compound interest for your investments.
Recent changes in estate tax laws could affect the strategy you have in place.
When do you need a will? The answer is easy: Right Now.