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162 N Main St.
Suite 200
Barre, VT 05641

(802) 476-3235

Preparation is the Key to Retirement The Power of Tax-Deferred Growth Estate Management 101

Granite Builds Foundations

Granite - durable, versatile, diverse - has been a choice material for builders and artists for millennia. Granite can be used for foundational construction and for intricate monuments.

Granite Financial Group helps our communities build durable, versatile and diverse financial foundations through planning-focused financial services. We are based in Barre, Vermont, but serve clients in multiple states. We specialize in delivering customized solutions for both individuals and businesses, built on a foundation of trust, experience, and personalized attention. 

Helpful Content

Understanding the Alternate Valuation Date

Understanding the Alternate Valuation Date

Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."

Types of Stock Market Analysis

Types of Stock Market Analysis

Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.

Please Leave Home Without It

Please Leave Home Without It

Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.

 

Debt Stress

There’s a link between debt and stress.

Universal Life Insurance

Universal life insurance is permanent insurance with a flexible premium. Here's how it works.

Life Insurance Myths: Debunked

Whether you have life insurance through your work or are retired it pays to know the truth about life insurance coverage.

Volunteering in Retirement

For many, retirement includes contributing their time and talents to an organization in need.

Split Annuity Strategy

Here's one strategy that combines two different annuities to generate income and rebuild principal.

Directors and Officers Liability Insurance

Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.

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College Savings

See how much you may need to save now to cover future college costs for your child.

How Long Will My Savings Last If I Become Disabled?

See how long your current savings might last if a disability interrupted your income.

Comparing Mortgage Terms

Compare different mortgage term lengths side by side to find the option that fits your budget.

Comparing Investments

Compare two different scenarios side by side to see how they stack up over time.

Assess Your Life Insurance Needs

Estimate how much life insurance coverage may be appropriate for your situation.

Estimate Your RMD

Calculate your required minimum distribution amount based on your account balance and age.

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When Special Care Is Needed: The Special Needs Trust

A special needs trust helps care for a special needs child when you’re gone.

The Cycle of Investing

Understanding the cycle of investing may help you avoid easy pitfalls.

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations?

It May Be Time for a Financial Checkup

It’s never a bad time to speak with your financial professional about changes in your situation.

Bursting the Bubble

Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?

The Long Run: Women and Retirement

For women, retirement strategy is a long race. It’s helpful to know the route.

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