Broker Check

Granite Financial’s Services

At Granite Financial, we look at your whole picture and work to get you where you want to go financially. Because we work independently, we can provide fair and objective counsel without the undue pressure of sales quotas or proprietary product restrictions. Simply stated, we put your dreams, goals, and values front and center. And when you succeed, we succeed.

Our success is built on a strong reputation for serving clients well in the following areas

Comprehensive Financial Planning

Together, we’ll develop an overall picture of you as an individual and investor to create a financial plan and strategy that fits your present and future goals, including retirement.

Retirement Income Planning

Together, we’ll create a plan to take all you’ve worked for during your career and make it work for you as an income through retirement. The process we use to do this is called the NextPhase™  Retirement Income Planning Process, a time-segmented, inflation-adjusted strategy designed to help you find a balance of investment choices with different, complementary risk and growth opportunities. 

Risk Planning

Together, we’ll strive to protect your assets through appropriate life, long-term care and disability insurance.

Estate Planning

Together, utilizing Family Meetings, we’ll help ensure your wealth will be transferred according to your wishes with a smooth transition to your heirs.

Business Planning

Together, we’ll develop a strategy for business growth and determine the retirement funding vehicle that is best for you and your employees.

College Planning

Together, we’ll identify the costs associated with education and develop a plan to fund these expenses.