Granite Financial Management

In our practice, we provide personalized financial advice to help you manage the impact of taxes over your lifetime and beyond. Working with your tax professional and using our exclusive Confident Retirement® approach, we consider options such as Roth IRA conversions and other tax-free investments, tax-free college savings plans and charitable gift-giving, tax diversification and tax-efficient withdrawals from retirement accounts. Together, we can help you meet your financial future with more confidence.


Advisors

Paul Orlando

Paul Orlando

AAMS®

Financial Advisor

Visit Paul Orlando's website
Derek Busby

Derek Busby

AAMS®

Financial Advisor

Visit Derek Busby's website
Andrew Hale

Andrew Hale

Financial Advisor

Visit Andrew Hale's website
Chris Ravlin

Chris Ravlin

Financial Advisor

Visit Chris Ravlin's website