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 Coming together is a beginning; keeping together is progress; working together is success.


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

Retiring the 4% Rule

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

Password Protection Strategies

Simple steps may help you foil hackers and protect your privacy.

Choosing a Business Structure

Choosing a Business Structure

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


Earnings for All Seasons

Earnings season can move markets. What is it and why is it important?

Universal Life Insurance

Universal life insurance is permanent insurance with a flexible premium. Here's how it works.

Catch-Up Contributions

Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.

Money that Buys Good Health is Never Ill Spent

It's important to make sure your retirement strategy anticipates health-care expenses.

A Brief Guide To Condo Insurance

Important items to consider when purchasing condo insurance.

A Living Trust Primer

Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.

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What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

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Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

5 Smart Investing Principles

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

An Inside Look at Retirement Living

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

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Investment Strategies for Retirement

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

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The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations? Here are three tips.

A Bucket Plan to Go with Your Bucket List

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

Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

The Junk Drawer Approach to Investing

It's easy to let investments accumulate like old receipts in a junk drawer.

The Rule of 72

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.

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