Broker Check
When Special Care Is Needed: The Special Needs Trust Can Election Results Predict the Market? It May Be Time for a Financial Checkup How to Bake a Pie-R-A
Agent Photo

 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.

Helpful Content

The Ivory Tower Changes Wall Street

The Ivory Tower Changes Wall Street

Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.

The Power of Tax-Deferred Growth

The Power of Tax-Deferred Growth

Why are 401(k) plans, annuities, and IRAs so popular?

Should I Invest In REITs?

Should I Invest In REITs?

Are Real Estate Investment Trusts right for your portfolio?

 

Choosing a Business Structure

Entrepreneurs all face the same question, “Which business structure should I adopt?”

The ABCs of Zero Coupon Bonds

Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.

Good Health is Good Business

Good employee health can be great for the company’s bottom line.

Four Really Good Reasons to Invest

There are four very good reasons to start investing. Do you know what they are?

Spotting Credit Trouble

The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.

How Income Taxes Work

A quick look at how federal income taxes work.

View all articles arrow

Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

View all calculators arrow

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

View all presentations arrow

Investments

You’ve made investments your whole life. Work with us to help make the most of them.

Rightsizing for Retirement

What does your home really cost?

Should You Ever Retire?

A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.

A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.

Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

Should You Tap Retirement Savings to Fund College?

There are three things to consider before dipping into retirement savings to pay for college.

View all videos arrow