Thank you for stopping by our website! I joined Granite Financial Group in 2000, soon after becoming a managing partner. Having experienced ways other firms do business, I was excited (and still am!) to build a firm with a reputation for uncompromising quality and service.
I specialize in designing plans and strategies for the specific needs of retirees, and for those a few years away from retirement. Retirement finance is an entirely different form of financial planning than you may have experienced in your working years. Very few firms truly make this their focus because it’s about much more than just your money!
We guide our clients through the complexities of government programs like Social Security, Medicare, and the IRS rules for your retirement savings (which constantly change)! Additionally, taxes must be managed each year to keep them as low as possible throughout retirement while ensuring you have all the income you need. And all while coordinating correctly and efficiently with your legal planning! It encompasses so much that we refer to it as “Retirement Management” rather than just financial planning.
Our advantage? As independent advisors and Certified Financial Planner Practitioners, we at GFG create strategies and solutions that are very different and more encompassing than one might get at a big “corporate” firm. We have no corporate entity dictating what types of solutions we can use, or that narrows our breadth of service. We have always been independent so that we can fiduciarily serve our clients.
I’m a local guy - I grew up in Grapevine. My wife Judy and I live in Keller and have three adult boys. We enjoy cruising, spending time with family and friends, cruising some more, being part of the local community and, oh yes… cruising! And occasionally I get some time to plunk around on a Les Paul.
I and everyone here at Granite Financial Group hope to meet you soon. And if you see us around town, come on over and say “HI” to a neighbor.
Kasey holds a Master of Science degree in Personal Financial Planning. He is a Certified Financial PlannerTM, and a Chartered Retirement Planning CounselorSM.
Kasey is also the creator of The American Retirement Education Series©, a three-part educational program teaching the rules of Social Security, Medicare, and Taxes in Retirement, to help our community make better choices as they approach retirement decisions.
To schedule a meeting or call with Kasey, please use one of the links below!
Meet Kasey in person at GFG: https://calendly.com/kasey-granite/meeting
For a phone call with Kasey: https://calendly.com/kasey-granite/phonecall
For a Web Meeting with Kasey: https://calendly.com/kasey-granite/webmeeting
Fun fact: Kasey and Judy got engaged while on a cruise, and later got married on a cruise!