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Helping You to Pursue Your Retirement Goals

What do you envision for your retirement? When do you aim to retire? And more importantly, do you know what you need to do to get there?

These are all essential questions that too few Americans can answer. According to research, about 21% of Americans haven’t saved anything for retirement; and of those who have started saving, only about 18% of them think they’ll be able to save enough to meet their retirement goals. Americans are less prepared for retirement than ever, but we want to change that. Click Here to Learn More

How? At Granite Vista Financial, we help to educate and empower our clients to make smart financial moves, while also providing comprehensive investment and retirement planning services to help you prepare for your future.

Take Part in Planning Your Future

Take Part in Planning Your Future

Many investment advisors and financial planners simply want you to hand over the reins and allow them to make decisions for you. But here at Granite Vista Financial, we strive to do more for our clients. We take the often complex and daunting concepts of retirement planning and break them down into simpler terms. We help our clients to learn and understand what steps to take to strive to make their goals understandable. We want you to have total confidence in every decision you make for your future, and we give you the keys to help make that possible.

A Tailored Plan for Your Retirement

Everyone imagines their retirement differently. Whether you want to have a modest retirement at a younger age, retire later and live a more extravagant lifestyle, or anything in between, we help you map out the road that will help take you there. 

We don’t provide one-size-fits-all retirement strategies. We sit down with each client to discuss your unique concerns, financial situation, and retirement goals. Then, we’ll work together to develop an investment plan and other strategies to strive to make your vision for the future a reality. 

From diversifying your portfolio to establishing fee-based investment advisory accounts, college savings accounts, mutual funds, and more, we’ll walk you through the process of preparing for your future, no matter what that process might look like. Whether you want us to handle all aspects of financial planning or just need assistance with a few financial decisions, we can provide any level of service our clients need. 

Coverage for All of Life’s Possibilitiest

Coverage for All of Life’s Possibilitiest

Though we’re here to help you plan for the future you want, we know that life doesn’t always go according to plan. That’s why we also want to make sure that our clients have the insurance coverage that they need for every possible bump in the road to retirement. From long-term care insurance to life insurance, we can discuss the kind of coverage you need, how much you should get, and help you secure the appropriate coverage.

The future is never certain. But at Granite Vista Financial, we can help you to prepare for whatever the future may hold, and get you on the path to retirement. Contact us today, and we’ll get started on creating a tailored investment plan that will help you pursue your retirement goals.


Investment Advisory

Mutual Funds/ETF’s

Brokerage accounts

Variable Annuities

Model Portfolio’s

529 and HSA’s


Life Insurance

Long-term Care


Asset Protection Strategies

Retirement Plans

Traditional and Roth IRA



Financial Planning

Comprehensive Fee Based Planning

Modular Fee Based Planning

Retirement, College Funding, Insurance Needs

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you. |  602-922-3400