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Your clear path to financial security and beyond.

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NEWS & EVENTS

FINANCIAL PLANNING | RETIREMENT PLANNING | ESTATE PLANNING | TAX PLANNING

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 Nashville, 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.  Our emphasis is on retirement and estate planning, but we offer many other services such as active tax planning, Income tax preparation, book keeping, life and health insurance, Medicare, maximizing Social Security benefits and much 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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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.

Your road to financial freedom starts here.

RETIREMENT

FAMILIES

SMALL- BUSINESS

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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.

Andrew Long

Craig Hendrix CFM

Crystal Heath

Leslie Campbell

Cliff Long

Elaine Turner

Kellen Beard

Abigail Wiedman

Jessica Lytton

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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 Social Security, Tax Planning, Retirement and beyond.

 

Social Security Analysis

When to collect Social Security may be the single most important decision you make when it comes to your retirement. We offer a Free Social Security Analysis that gives the best strategy in order for you to receive the maximum benefit based on your work history.

 

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.

 

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.

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IN THE MEDIA

Andrew Long and Craig Hendrix have appeared on Nashville, Tennessee's NBC affiliate station, WSMV Channel 4 to discuss various financial issues of importance to those who are retired or preparing to retire. Click on the videos below to watch the  "Money Matters" segments.

Andrew Long discusses our favorite

four letter word....PLAN.

Andrew Long talks about Granite Retirement and  Regen Tax and our services.

Craig Hendrix discusses the importance of tax planning before the end of the year.

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

 Nashville Office: 615-457-1094

We have four locations in Middle Tennessee to serve you.

Making headlines to keep you informed.

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 Cool Springs Office: 615-538-8447

 Hendersonville Office: 615-457-1094

NASHVILLE: 922 HARPETH VALLEY PLACE | NASHVILLE, TENNESSEE 37221 | 615-457-1094

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

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

COOL SPRINGS: 741 COOL SPRINGS BLVD | FRANKLIN, TENNESSEE 37067 | 615-538-8447

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