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.
Retiring the 4% Rule
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Password Protection Strategies
Simple steps may help you foil hackers and protect your privacy.
Choosing a Business Structure
Entrepreneurs all face the same question, “Which business structure should I adopt?”
Earnings season can move markets. What is it and why is it important?
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
It's important to make sure your retirement strategy anticipates health-care expenses.
Important items to consider when purchasing condo insurance.
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
This questionnaire will help determine your tolerance for investment risk.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator helps estimate your federal estate tax liability.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator compares the financial impact of leasing versus buying an automobile.
How federal estate taxes work, plus estate management documents and tactics.
Learn more about taxes, tax-favored investing, and tax strategies.
Principles that can help create a portfolio designed to pursue investment goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some smart strategies that may help you pursue your investment objectives
Investment tools and strategies that can enable you to pursue your retirement goals.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Do you have causes that you want to support with donations? Here are three tips.
A bucket plan can help you be better prepared for a comfortable retirement.
There’s an alarming difference between perception and reality for current and future retirees.
It's easy to let investments accumulate like old receipts in a junk drawer.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.