FINANCIAL PLANNING  |  RETIREMENT PLANNING  |  ESTATE PLANNING  |  TAX PLANNING

Your clear path to financial security and beyond.

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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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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.

Our team of professionals are second to none.

Craig Hendrix CFM

Kellen Beard

Crystal Heath

Elaine Turner

Rachel Campbell

Leslie Campbell

Rebecca Campbell

 Wanda Cooke

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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

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