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Retire Sooner and Wealthier

With Our Innovative Strategies

It's not how much you make ...

It's all about how much you get to KEEP!

You’ve worked hard to build your business. Your money should be working just as hard for you, starting now and continuing long after you retire. Protect yourself, family and your key people with a retirement plan that pays.

 

Granite Financial is a financial solution organization dedicated to providing security for you, your family and your business by creating innovative financial strategies with unparalleled benefits. Our mission is to minimize your tax burden, allowing you to secure more money for your future, and everyone in it.

Recruit & Retain

Top Talent

An innovative strategy for

Recruiting and Retaining Key Employees

Is Recruiting TOP Talent one of your big challenges?

Is Employee Retention and Engagement a huge issue for you?

According to Gallup’s 2017 State of the American Workplace report, 51% of currently employed adults in the U.S. say they are searching for new jobs or watching for new job opportunities, up from only 19% in 2012.

 

Malcolm Moore, Employee Retention Expert, says: 
“As a CEO, you only have to do two things exceptionally well:

  1. Set the Vision and Strategic Direction of the company.

  2. Find and Retain the key people who will help you attain that vision."

Source: Vistage Newsletter – July 30, 2014

One of the keys Moore recommends for Retaining Key Employees: provide a Deferred Compensation Plan. Our plan, financed with very little to NO money out of pocket by either the Employee or Employer, results in the following response to Recruiters by your employees:

“Your offer sounds great, but I'm constrained by golden handcuffs ... I’m participating in a very lucrative deferred compensation plan. I can’t afford to leave!”

Leveraged

Solutions

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Premium Financing has long been a strategy for leveraging the financing of insurance premiums to accomplish long-term goals. With our uniquely designed solutions, through exclusive partnerships with the finest financial institutions in the world, we are now able to provide Enhanced Premium Financing strategies that are unparalleled in the industry. Our specialized strategies include solutions for a wider range of individuals, businesses and non-profit organizations.

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Captive

Insurance

Companies

Captive insurance is a tool to manage the insurance risks of operating a business, while providing the owners of the business substantial benefits beyond the purchase of commercial insurance. Insurance is obtained through a Captive Insurance Company (“Captive” or CIC), which is an insurance company created for the primary purpose of insuring the risks of an operating business and its affiliated companies.

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Capital

Gains

ARE YOU IN SEARCH OF

A CAPITAL GAINS TAX SOLUTION?

 

Tax on capital gains can cause serious damage to your bottom line. Fortunately, there are a multitude of provisions in the tax code that enable taxpayers to reduce, defer and, in many cases, virtually eliminate taxes altogether. With strategic advance planning, you can protect your hard-earned equity. 

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Tax

Savings &

Credits

There are a number of benefits associated with Cost Segregation and its various applications. The primary benefit, of course, is significantly improved cash flow. This is most often achieved through the acceleration of depreciation deductions and the resulting tax deferral. In addition ...

 

The R&D tax credit is one of the most beneficial federal tax credits offered currently. The R&D tax credit is both a federal and state incentive, with roughly 70% of states offering a credit. The first step to taking advantage of this strategy is to ...

 

Let our team of Energy Experts assist you in procuring all the incentives for which you may qualify. We’ll take care of the red tape ... you just cash the check!

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