Personal Solutions

At GraniteArch, we believe that tax planning is an ongoing process that continues beyond tax season. With this in mind, we work with you on strategies that include asset allocation across taxable, tax-deferred, or tax-free investments and identification of opportunities to help manage your tax exposure.

We want to be sure that you have enough money to retire and enjoy a quality lifestyle. In addition to analyzing your current savings strategies, we will work with you on new solutions, taking into account your risk tolerance, market fluctuations, and the impact of inflation and taxes on your retirement income.

We’re not advisors who push various products on you for the commission. We’re seasoned financial planners who are dedicated to your success and to helping you reach your particular objectives. As such, our goals are relationship-driven, with knowledge offered through suggestions and advice, rather than hard sales.

An effective charitable-giving strategy accomplishes two things. It allows you to gift your largesse to family members, loved ones and organizations you may be passionate about, taking this action ties in nicely with tax strategies. Our professionals can help you develop a charitable giving plan that helps pass on your wealth to others, all for a good cause.

We understand that your investment efforts are geared toward supporting your lifestyle, as well as passing your wealth on to future generations. Getting to know you as an individual or couple, and establishing your financial goals is important to us. As such, we’ll help you make decisions on everything from managing healthcare expenses, to determining housing issues, starting or selling a business, to being secure in your retirement.

We want to make sure you're not spending money on items you don't need, especially when it comes to caring for a loved one or yourself. Our long-term care planning strategies are cost-saving and designed to increase the availability of your care options. We also offer an expanded range of services if long-term care is required to help make sure your needs are taken care of.

We work with you to establish an estate strategy that passes on your wealth to future generations without an undue burden of taxation or a lengthy probate process. Whether your desire is to form a trust or focus on asset management, GraniteArch’s experienced staff helps you put the plan in writing, so your wishes are followed.