Broker Check
Kasey Buckner, CFP®

Kasey Buckner, CFP®

Owner/Partner

Thank you for stopping by our website! I joined Granite Financial Group in 2000 and soon become a partner/owner and CFO. Having experienced ways other firms conduct business, I was very excited to help build a company with a reputation for unparalleled service and uncompromising quality.

As independent advisors and (more importantly) financial planners, we at GFG have been able to create strategies and solutions that are very different than those from advisors at “corporate” locations. No big corporate entity dictates (narrows) the type of solutions or breadth of advice that we can give within our expertise.

I specialize in designing strategies and plans for the specific needs of retirees, and those still a few years away from retirement. Retirement finance is an entirely different type of finance from your working years. I help our clients to sustain and grow their income in retirement, do yearly tax projections to help keep taxes low, analyze Social Security and Medicare options, and plan for “what if’s” so you can maintain the most options when needed, and enjoy the lifestyle you've dreamed about. I firmly believe that a complete plan does not have to be a complex one - it should be simple and bring sufficiency to your life and lifestyle. 

My wife Judy and I live in Keller and have three adult boys, and two grand-dogs! We enjoy cruising and traveling, cruising some more, spending time with family and friends, cruising again, and being part of the local community.  And of course, cruising!

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, a Chartered Retirement Planning CounselorSM, and an Accredited Wealth Management AdvisorSM. He is also a member of Ed Slott’s Elite IRA Advisor Group, a professional organization that keeps top advisors up on the latest IRS laws and rules for retirement accounts.

Fun fact: Kasey and Judy got engaged while on a cruise, and later got married on a cruise!