We all have goals or dreams, but not everyone devotes enough time to articulating them. Still fewer take the next step of creating an action plan, a blueprint, that allows them to work incrementally toward their goals. Finally, even fewer understand where the risks lie and how to quantify them and what can be done to moderate those risks while still successfully pursuing their goals. The Advisors of Granite Financial Partners specialize in designing financial, business and estate plans for high net worth families including the design of tax advantaged wealth accumulation and preservation strategies. As a strategic partner and advisor, our experience lies in the development of strategic plans utilizing particular tactics to guide clients to realizing their dreams.

 

 

 

 

www.consumersresearchcncl.org 

 

Selected as one of  "America's Top Financial Planners" as listed in "Guide to America's Top Financial Planners"

 
Newsletters

HOT TOPIC: European News Causes Market Mood Swings

In recent weeks, the yields on Italian bonds spiked to more than 7%, suggesting the sovereign debt crisis was spreading to a much larger economy and eluding the European Union’s efforts to contain it. The U.S. stock and bond markets have responded to the headlines coming out of Europe. This article explores the role of political risk in U.S. financial market volatility.

Tax-Efficient Investments for the Tax-Averse

Raising taxes is one of many ideas that have been proposed to help reduce mounting federal budget deficits. Readers who are concerned about the prospect of higher taxes in the future may want to consider the tax advantages associated with municipal bonds and tax-exempt mutual funds.

To Roll or Not to Roll: It's Your Choice

Some employers are encouraging departing employees to leave their retirement savings in their employer plans. But employees should make any decisions based on their own needs and concerns, not the former employer's. Read about the pros and cons of rolling over retirement plan assets to an IRA.

How Interest Rates Can Influence Financial Decisions

The Federal Reserve has relied on its control of short-term interest rates to influence economic activity. Adjusting interest rates might seem to be an overly simple solution for steering the world's most powerful economy, but few mechanisms can influence behavior more effectively than interest rates.

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