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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

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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.

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Helpful Content

The A, B, C, & D of Medicare

The A, B, C, & D of Medicare

Learn about all the parts of Medicare with this informative and enjoyable article.

Medicare At 65+

Medicare At 65+

65 or older? It may be time to enroll in Medicare. Read to learn if you’re eligible.

A Brief Guide To Condo Insurance

A Brief Guide To Condo Insurance

Important items to consider when purchasing condo insurance.

 

Fallen Tree Damage—Who Pays?

Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.

How Insurance Deductibles Work

Knowing how insurance deductibles work can help you save money and give you peace of mind.

Yours, Mine, and Ours: Estate Strategies for Second Marriage

Second marriages are a trigger event to revisit any existing estate strategies.

Data Thieves from Outer Space

Learn about the dangers of internet fraud with this highly educational and fun “pulp” comic.

Preparing for the Expected

You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.

Prevent a Rift: Money Tips for Newlyweds

Couples may be able to head off many of the problems in a marriage that money can cause.

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Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

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Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

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Choosing a Mortgage

Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

Finding the Balance

The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.

What to Do When You Lose Your Wallet

Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.

A New Way to Look at Your Bucket List

Bucket lists don’t have to be for tomorrow.

Acres of Diamonds

In life it often happens that the answers to our most pressing questions are right in our own backyards.

Retiring in a Post-Pandemic World

Imagine your ideal post-pandemic retirement with this animated video.

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