Broker Check

Resources


The Informer series

Informative booklets written by Granite Financial Group. 


The Wealth Significance Process

The Wealth Significance ® Process provides clients with an experience of uncommon depth by providing their wealth manager, tax professional, and estate planning attorney with the tools to create a customized strategy that addresses your future desired lifestyle and the desired impact on your family’s legacy.

Retirement

Steps to consider so you can potentially accumulate the money you'll need to pursue the retirement activities you want.

Investment

Create an investment strategy that’s designed to pursue your risk tolerance, time horizon, and goals.

Estate

Manage personal affairs while you're alive and control the distribution of wealth upon your death.

Insurance

A well-structured insurance strategy can help protect your loved ones from the financial consequences of unexpected events.

Tax

Understanding tax strategies can potentially help you better manage your overall tax situation.

Money

Managing your money involves more than simply making and following a budget.

Lifestyle

How to strike a balance between work and leisure is just one aspect of the wide-ranging Lifestyle matters.

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