Our Services


Client Centered Financial Health Services

Our clients are unique individuals having very different sets of circumstances affecting their lives.  Some are military, while others are civilian. Many have children, and some do not. We have clients with debt, and clients without. Some that are risk takers, and others are risk more conservative.   Most of our clients are located in the continental United States, but we also have clientele living in foreign countries.  We work diligently to treat each client as an individual, and use customized strategies developed to help meet their unique circumstances.

However, many of our clients share similar characteristics: income, age, children, professions, retirement, etc.  For these clients, we have become skilled at creating strategies that, we believe, are outside the box approaches to helping them achieve their goals.  By working with clients who share similarities, we evolve the knowledge necessary to help common groups achieve their goals.

We have clients that want, and expect, to meet in person, as well as clients that prefer meeting via video conference.  Therefore, our advisers offer flexible meeting arrangements to accommodate our clients' wishes.   We at Granite Financial Solutions strive to accommodate our clients by providing the types of services that help meet their needs, but keep them at the Center of the planning process.

During the process of developing a customized financial program, we will walk you through a step-by-step process that will make you feel confident in your decisions.  Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute an effective financial program utilizing the following products and services:

  • Tax Minimization Strategies
  • Investment Management
  • Retirement Strategies
  • Asset and Income Protection Plans 
  • College Planning
  • Estate Conservation