Granite Financial Group
I specialize in designing strategies and plans for the specific needs of retirees, and those still a few years away from retirement. Retirement finance is an entirely different type of finance and planning than from your working years. I help our clients to sustain assets and grow their income in retirement, do yearly tax projections to help keep taxes low, analyze Social Security and Medicare options, and plan for any “what if's” so you can maintain the most options when needed and enjoy the lifestyle you've dreamed about. I firmly believe that a complete plan does not have to be a complex one - it should be simple and bring sufficiency to your life and lifestyle.
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- Individuals and Family Planning
- Retirement Concerns
- Businesses and Corporations
Sentiment Analysis
A company that is true to its investors.
Granite has been providing quality financial services to individuals, families, and businesses for more than 20 years, and the team is highly-experienced and knowledgeable to handle all your needs.
I most enjoy how willing they are to customize a solution that fits my needs.
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