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.
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?
Suddenly Single: 3 Steps to Take Now
Have you found yourself suddenly single? Here are 3 steps to take right now.
Understanding the economy's cycles can help put current business conditions in better perspective.
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.
Bonds may outperform stocks one year only to have stocks rebound the next.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Estimate how much you have the potential to earn during your working years.
Estimate your monthly and annual income from various IRA types.
This calculator shows how inflation over the years has impacted purchasing power.
Use this calculator to compare the future value of investments with different tax consequences.
Principles that can help create a portfolio designed to pursue investment goals.
Using smart management to get more of what you want and free up assets to invest.
Learn more about taxes, tax-favored investing, and tax strategies.
A presentation about managing money: using it, saving it, and even getting credit.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some key concepts to understand when investing for retirement
Understanding the cycle of investing may help you avoid easy pitfalls.
There are a few things to consider when buying or leasing your next vehicle.
The decision whether to buy or rent a home may have long-term implications.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
How will you weather the ups and downs of the business cycle?
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.