Home Specialty
JUST GETTING STARTED?
Whether you are new to the working world or revisiting your savings and spending plans – know that Granite Wealth provides the information and resources you need in order to identify and moving your financial goals. Common goals could include:
- Starting or changing jobs
- Paying off college loans
- Purchasing a home
- Getting married
- Becoming a parent
- Improving your credit
- Developing a financial plan
- Developing a tax plan
ALREADY ESTABLISHED?
We understand that life is full of surprises. We are here to help you continue your focus on your financial and life goals. Some topics of interest include:
- Financial and retirement planning
- Preparing for your children’s college
- Aging parents and long-term care
- Changing jobs and taking your 401K
- Divorce
- Inheriting money and “financial windfalls”
- Estate planning
READY TO RETIRE OR ALREADY RETIRED?
Congratulations! By now, you’ve already started setting the foundation for a full and lively retirement. At Granite Wealth, we can help you maximize your savings so that you can get the most enjoyment out of these wonderful years. Some topics that might interest you include:
- Not outliving your resources
- Improving your tax, financial and retirement plans
- Income in retirement
- Estate planning
- Long term care
- Death of a spouse or loved one