Granite Financial Partners

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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" Ready or Not, You're Retired! In 2009, 47% of retirees left the workforce earlier than they expected. Love and Marriage and Retirement More than 80% of married couples 45 to 72 say they don't agree on when they should retire, what their retirement lifestyle should look like, or whether they will work in retirement. HOT TOPIC: Sum of All Fears: Are Risk Aversion and Greed All in the Mind? Do you change your investment strategy as the markets go up and down, or do you stay the course? As difficult as it may be, staying the course is usually the more advisable approach — but research shows that you may need to defy your brain to do it. Pursuing Both Growth and Value Maintaining a balance of growth and value investments may help investors add a new dimension of diversification to their portfolios. More Newsletters →

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