Coming together is a beginning; keeping together is progress; working together is success.
— HENRY FORD
At Granite Financial, we take the time to build a personal, trusted relationship with each client, getting to know you and your unique needs. Together, we’ll build a 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 strive to be your comprehensive retirement resource.
Working with you, we provide the education and advice you need to make informed decisions, so you have the confidence to enjoy your financial success. Always putting your needs first, we believe in providing service with integrity and thoughtfulness.
To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.
Retirement Traps to Avoid
Beware of these traps that could upend your retirement.
How does your ideal retirement differ from reality, and what can we do to better align the two?
Learn when it may not make sense to file a claim on your home insurance.
Marriage changes everything, including your insurance needs.
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator can help you estimate how much you may need to save for retirement.
This calculator may help you estimate how long funds may last given regular withdrawals.
How federal estate taxes work, plus estate management documents and tactics.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some key concepts to understand when investing for retirement
A presentation about managing money: using it, saving it, and even getting credit.
There are some smart strategies that may help you pursue your investment objectives
There are a number of ways to withdraw money from a qualified retirement plan.
What is your plan for health care during retirement?
Agent Jane Bond is on the case, cracking the code on bonds.
Do you have causes that you want to support with donations? Here are three tips.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
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.