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162 N Main Street
Suite 200
Barre, VT 05641

(802) 476-3235

Individual Financial Planning

At Granite Financial Group, we work with you to get the crucial answers to your most important financial questions.  Either by preparing a full financial plan, or addressing more targeted concerns, we can provide you with the education, guidance and implementation that is right for you.

The need for objective advice has never been greater.

Amid an ever-changing investment landscape, investors need a professional and experienced partner who can guide them through the intricacies of investing and financial planning.

As a long-term investor, you are faced with a wide array of financial considerations. You may need to provide financial assistance for a child’s college education or help support an aging parent. In addition,
you must prepare for your own retirement and consider what’s to be done with your estate.

You’re also confronted with a growing number of investment and insurance products and services, and more ways to access them than ever before. Should you invest in annuities, individual
securities, or a comprehensive asset management program?  How much insurance do you need? Add up all of these important considerations, and your need for competent, objective financial guidance has never been greater.