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Your clear path to financial security and beyond.

www.GraniteRT.com

FINANCIAL PLANNING | RETIREMENT PLANNING | ESTATE PLANNING | TAX PLANNING

TAX PREPARATION FOR CORPORATE, SMALL BUSINESS, SELF EMPLOYED, AND PERSONAL TAX RETURNS

We are your pathway to financial success.

About Granite Retirement & Tax Advisory

Granite Retirement & Tax Advisory was founded on the principle of assisting our clients with all of their financial needs while treating them as the unique individuals that they are. We provide outstanding personalized service that has earned a reputation for excellence in the industry. Financial stability, financial security, financial independence; this is what we strive to provide each and every one of our clients.

 

Granite Retirement & Tax Advisory is a full-service retirement and estate planning firm. We have offices located in Dickson, Cool Springs, and Hendersonville, Tennessee. Granite Retirement & Tax Advisory was founded with the goal of helping retirees and those soon to be retirees plan financially for this important phase of their lives. Our mission is to help our clients build, protect, and preserve their assets for retirement and beyond while paying less taxes by maximizing active tax planning.  We not only assist clients with retirement and estate planning, but we offer many other services such as active tax planning, income tax preparation for corporate, small business, self employed, and personal returns, bookkeeping, life, health, and Medicare insurance, and more.

 

Helping you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation is goal number one. Gaining a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation is paramount to your financial success. Most importantly, we hope you see the value of working with skilled professionals to pursue your financial goals.

 

 

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Investment Advisory Services offered through Virtue Capital Management (VCM), an SEC Registered Investment Advisor. VCM and Granite Retirement are not an affiliated with each other.. There is no guarantee that any specific investment or strategy will be suitable or profitable for a particular client. Past performance is no guarantee of future success. We cannot guarantee that a portfolio will match or outperform any particular benchmark. None of the content should be viewed as an offer to buy or sell, or as a solicitation of an offer to buy or sell the securities discussed. Information on this website does not involve the rendering of personalized investment advice, but is limited to the dissemination of general information on products and services. Click here for FINRA.ORG , SIPC.ORG and MSRB.ORG

Planning for retirement, families, business & more.

Whether your investment needs include paying for college, protecting assets, saving for retirement, or making the most of your money, the investment world is a complex place.  Our mission is to help you navigate through this financial field by providing a comprehensive asset and risk management plan that explores every angle of your personal financial landscape.  Together, we will develop a total and personalized financial management approach to your investment and retirement needs.

RETIREMENT

FAMILIES

SMALL- BUSINESS

Your road to financial freedom starts here.

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www.GraniteRT.com

Investment Advisory Services offered through Virtue Capital Management (VCM), an SEC Registered Investment Advisor. VCM and Granite Retirement are not an affiliated with each other.. There is no guarantee that any specific investment or strategy will be suitable or profitable for a particular client. Past performance is no guarantee of future success. We cannot guarantee that a portfolio will match or outperform any particular benchmark. None of the content should be viewed as an offer to buy or sell, or as a solicitation of an offer to buy or sell the securities discussed. Information on this website does not involve the rendering of personalized investment advice, but is limited to the dissemination of general information on products and services. Click here for FINRA.ORG , SIPC.ORG and MSRB.ORG

Our team of professionals are second to none.

At Granite Retirement & Tax Advisory , our people is what makes the difference. We employ the best of the best and rely solely on common sense, integrity and honesty in everything we do. Every member of our staff has a thorough understanding of the big picture and knows that our clients are why we are in business. Click on each photo to view individual bios of each team member and get to know us.

Craig Hendrix CFM

Kellen Beard

Crystal Heath

Elaine Turner

Rachel Campbell

Leslie Campbell

Rebecca Campbell

 Wanda Cooke

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All the right services to get the job done.

Retirement Planning

Making the most of your employer-sponsored retirement plans. Determining how much you need to retire comfortably. Managing assets before and during retirement. Assuring that you are properly allocated between taxable, tax deferred, and tax free investment accounts.

 

Tax Preparation & Management

Tax planning is one of our many specialties at Granite Retirement & Tax Advisory. We have qualified tax specialists on staff who are ready to help you reduce your current and future tax burdens. With proper planning we believe an income tax free retirement is achievable.

 

Estate Planning

Reviewing your wills and trusts. Helping preserve your estate for your intended heirs. Helping with beneficiary designations. Reducing exposure to estate taxes and probate costs. Coordinating with your tax and legal advisors.

 

Free Educational Workshops

Are you a local organization seeking education about various financial issues for your members? Granite Retirement & Tax Advisory offers free and complementary educational workshops. Topics include everything from advisory for self-employed allowed tax deductions, Tax Planning, Retirement and beyond.

 

Investment Analysis

Determining your asset allocation needs. Helping you understand your risk tolerance. Recommending the appropriate investment vehicles to help you reach and exceed your goals.

 

Medicare Life and Health Insurance

We are committed to helping you find the right health Insurance coverage for your budget and lifestyle whether you are in between jobs, retired or on Medicare.  We have many options available and will be glad to give you a no-obligation quote in just a few minutes.

While developing a customized financial program, we will walk through a step-by-step process that will help make you feel confident in your decisions. Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial program utilizing the following services.

www.GraniteRT.com

Investment Advisory Services offered through Virtue Capital Management (VCM), an SEC Registered Investment Advisor. VCM and Granite Retirement are not an affiliated with each other.. There is no guarantee that any specific investment or strategy will be suitable or profitable for a particular client. Past performance is no guarantee of future success. We cannot guarantee that a portfolio will match or outperform any particular benchmark. None of the content should be viewed as an offer to buy or sell, or as a solicitation of an offer to buy or sell the securities discussed. Information on this website does not involve the rendering of personalized investment advice, but is limited to the dissemination of general information on products and services. Click here for FINRA.ORG , SIPC.ORG and MSRB.ORG

Contact us here anytime or feel free to call us. We look forward to getting to know you and helping you transition through different phases of you financial life and retirement.

Contact us here to get started.

 Dickson Office: 615-441-1274

We have three locations in Middle Tennessee to serve you.

 Hendersonville Office: 615-457-1094

 Cool Springs Office: 615-835-2163

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DICKSON: 318 EAST COLLEGE STREET | DICKSON, TENNESSEE 37055 | 615-441-1274

HENDERSONVILLE: 131 INDIAN LAKE ROAD | HENDERSONVILLE, TENNESSEE 37075 | 615-457-1094

COOL SPRINGS: 1730 GENERAL GEORGE PATTON DR., SUITE 104 | BRENTWOOD, TN 37027 | 615-835-2163

www.GraniteRT.com

Investment Advisory Services offered through Virtue Capital Management (VCM), an SEC Registered Investment Advisor. VCM and Granite Retirement are not an affiliated with each other.. There is no guarantee that any specific investment or strategy will be suitable or profitable for a particular client. Past performance is no guarantee of future success. We cannot guarantee that a portfolio will match or outperform any particular benchmark. None of the content should be viewed as an offer to buy or sell, or as a solicitation of an offer to buy or sell the securities discussed. Information on this website does not involve the rendering of personalized investment advice, but is limited to the dissemination of general information on products and services. Click here for FINRA.ORG , SIPC.ORG and MSRB.ORG