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Customized Financial Strategies For the Many Milestones in Life

For over 20 years Granite Financial Group has served individuals, families and businesses of the greater Texas area. Our ongoing mission has been to help make our clients become more secure, while at the same time simplifying their lives and giving them a true sense of satisfaction. Our commitment is serving each of our clients with complete honesty and integrity. Our greatest source of satisfaction is serving our family of clients from generation to generation.

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You only get one life.  Through our Wealth Significance process, we help you and your family find your passion, create the greatest impact, and live an inspirational life.

Contact us today for your complimentary 57-minute consultation.

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Helpful Content

A Brief History of Estate Taxes

A Brief History of Estate Taxes

Federal estate taxes have long since been a lucrative source of funding for the federal government.

The Business Cycle

The Business Cycle

Understanding the economy's cycles can help put current business conditions in better perspective.

Buying vs. Leasing a Car

Buying vs. Leasing a Car

Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.

 

Apps That Help Achieve Goals

If you find it hard to attain personal life goals, there’s an app for that!

Budgeting After a Divorce

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Death is No Excuse

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Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

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Use this calculator to compare the future value of investments with different tax consequences.

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Estimate how much of your Social Security benefit may be considered taxable.

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

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This calculator helps estimate your federal estate tax liability.

Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

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5 Smart Investing Principles

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

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Tax Management Strategies

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

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

Principles of Preserving Wealth

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

An Inside Look at Retirement Living

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

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Perception vs. Reality

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

Are Alternative Investments Right for You?

With alternative investments, it’s critical to sort through the complexity.

Can Election Results Predict the Market?

How do the markets usually react to elections? Was the 2016 election any different?

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Have you found yourself suddenly single? Here are 3 steps to take right now.

What Our Kids Can Teach us About Saving Money

Would you guess that Millennials are effectively saving for retirement? Well, they are.

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate

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