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Our Approach

Client Centered

We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

Our team of financial professionals can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s the best approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?
Client Centered

Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.

When you request an initial appointment we will contact you to arrange a convenient time and date on which to meet. Typically, the first meeting takes about an hour. When you arrive you will find your reserved parking space at the front of our building.

You will meet directly with one of our professional planners. The first part of the meeting is all about getting to know you and your unique circumstances. We like to get more detailed information about your background, family dynamic and professional situation.

We also want to know your dreams, goals and specific needs and concerns you might have regarding your financial future. Years of experience have helped Granite Financial Group to formulate the questions needed to help you realize your dreams and set attainable goals.

There is no charge for the initial meeting. For an ongoing relationship, there are various ways the compensation can be structured; commission-based, fee-only service or a combination of the two. Granite Financial Group believes in complete disclosure where charges are concerned, and will recommend what is the most advantageous to you.

No doubt, by now you have plenty of questions! So what's next?

Give us a call! Let's take a little time to talk about your specific situation and how we can help. This will start the process working on a fast track for you and your family.

The sooner we can gather the necessary details of your specific situation, the sooner we can start working together to develop the solutions you need and deserve!

Your money. Your life. Your goals. Our help.