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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.

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90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?

Healthcare Costs in Retirement

Healthcare Costs in Retirement

Without a solid approach, health care expenses may add up quickly and potentially alter your spending.

Choices for Your 401(k) at a Former Employer

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Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.

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This calculator can help you estimate how much you may need to save for retirement.

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This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

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This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

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Assess whether you are running “in the black” or “in the red” each month.

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Determine your potential long-term care needs and how long your current assets might last.

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Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

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The importance of life insurance, how it works, and how much coverage you need.

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There are some key concepts to understand when investing for retirement

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

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What if instead of buying that vacation home, you invested the money?

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The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

Surprise! You’ve Got Money!

Here’s a quick guide to checking to see if you have unclaimed money.

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