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.
Traditional vs. Roth IRA
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
Eight Mistakes That Can Upend Your Retirement
There are common mistakes you can avoid when saving for retirement.
Types of Stock Market Analysis
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
The uncertainties we face in retirement can erode our sense of confidence.
Here are six flags that may make your tax return prime for an IRS audit.
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Estimate how much income may be needed at retirement to maintain your standard of living.
There are some key concepts to understand when investing for retirement
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are a number of ways to withdraw money from a qualified retirement plan.
How federal estate taxes work, plus estate management documents and tactics.
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
It’s never a bad time to speak with your financial advisor about changes in your situation.
The decision whether to buy or rent a home may have long-term implications.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Agent Jane Bond is on the case, cracking the code on bonds.
Are Real Estate Investment Trusts right for your portfolio?