Investments
Retirement
Estate
Insurance
Understanding Today’s Financial Environment
Welcome, we’re Granite Wealth Management, a financial organization in Marble Falls, TX. We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether your goal is preparing for retirement, college savings, or estate strategy, our personalized service focuses on your needs, wants, and financial goals and objectives.
Our professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life.
Contact Us
Download Our Free App
We’ve built a handy mobile app that allows you to easily stay in touch with us on-the-go wherever you are. Ask us questions, send and receive secure messages, request an appointment, get directions to our office, receive helpful notifications, and more.
Helpful Content
Avoiding Cognitive Decline
Try these activities to keep your brain sharp.
How to Make the Tax Code Work for You
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
Once Upon a Goal
Do you know how to set up your financial goals for success? This knight does.
Immediate vs. Deferred Annuities
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
Revising Estate Strategy Assumptions
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
Catch-Up Contributions
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
Medicare vs. Medicaid
The terms Medicare and Medicaid sound similar but are two very different things. Learn the differences in this informative article.
Understanding Homeowner’s Insurance
Purchasing homeowners insurance is critical for protecting your home.
What You Should Do About Insurance Following a Divorce
In the face of divorce, making changes to insurance coverage may be overlooked.
View all articles 
Should I Pay Off Debt or Invest?
This calculator will help determine whether you should invest funds or pay down debt.
Capital Gains Tax Estimator
Use this calculator to estimate your capital gains tax.
Home Mortgage Deduction
Use this calculator to assess the potential benefits of a home mortgage deduction.
Disability Income
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
My Retirement Savings
Estimate how long your retirement savings may last using various monthly cash flow rates.
Comparing Investments
This calculator compares the net gain of a taxable investment versus a tax-favored one.
View all calculators
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
View all presentations
Jane Bond: Infiltrating the Market
Agent Jane Bond is on the case, cracking the code on bonds.
The Wild West of Data Theft
Learn about cyber liability insurance in this entertaining video.
18 Years’ Worth of Days
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?
Surprises
Making the most of surprises is a great reason to work with us.
A Bucket Plan to Go with Your Bucket List
A bucket plan can help you be better prepared for a comfortable retirement.
The Cost of Procrastination
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.