Building Rock Solid Financial Futures

Expert Financial Services Tailored To Your Specific Needs.

About

Granite Rock Wealth Management

At Granite Rock Wealth Management, we are dedicated to providing expert financial services tailored to your specific needs. Our team is committed to helping you navigate the complexities of financial planning and investment to secure your retirement.

When working with our team, we understand that it’s not just about the numbers; it’s about ensuring a dependable income for your retirement.

Our fundamental principles are designed to protect your principal, simplify retirement strategies, and guide you toward reasonable returns.

Taking Your Retirement To New Heights

Meet Our Team

Paul Quebec

Partner & Investment Advisor

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Joe Remson

Partner & Investment Advisor

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Brittany Desell

Financial Representative

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Jessica Savard

Financial Representative

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A Straight Forward Strategy To Help Safeguard Your Money

Our Financial Services

Wealth Management

Our wealth management service offers a comprehensive approach to managing your financial resources, tailored to your unique goals and risk tolerance. We provide personalized investment management, financial planning, estate planning, and tax optimization to ensure a secure financial future. With a focus on sustainability and growth, we help you navigate your wealth management journey with confidence.
Retirement Planning

Designed to help you achieve a secure and fulfilling retirement by creating a customized strategy based on your lifestyle and financial goals. We analyze your current financial situation, project future needs, and recommend effective savings and investment strategies to ensure you can enjoy the retirement you envision. With our guidance, you’ll have a clear road map to navigate your retirement journey with peace of mind.
401(k) Planning

Our 401(k) planning service guides you towards maximizing your retirement savings and making the most of your employer-sponsored plan. We assist in selecting the right investment options, determining appropriate contribution levels, and developing a strategy that aligns with your long-term financial goals. We offer specialized support for job changers, helping you navigate the complexities of transitioning your retirement savings. We guide you in evaluating your options, whether rolling over your 401(k), keeping it with your former employer, or transferring it to a new plan. With our support, you can confidently navigate your 401(k) and work toward a secure financial future.
Income Planning

Our income planning service focuses on creating a personalized strategy to help you achieve financial stability and meet your income needs as you prepare for and enter retirement. We assess your current financial situation and future goals, then recommend diversified income streams, including investments, pensions, and Social Security optimization. With our guidance, you can confidently plan for a sustainable income that supports your desired lifestyle in retirement and beyond.
Annuities

Annuities may offer guaranteed lifetime income and protect your principal, with fixed annuities and fixed index annuities (FIAs) securing savings regardless of market conditions. FIAs are tax-deferred, so indexed interest isn't taxed until you withdraw it, and they provide a reasonable rate of return while protecting your principal. FIAs also offer flexible options like income or long-term care riders, and some include spousal and death benefits to provide for loved ones after your passing, enhancing retirement planning flexibility.
Life Insurance

Our practice not only provides lifetime income options but also offers tax-free income choices for retirees through indexed universal life insurance (IUL). Unlike traditional retirement accounts, IULs have no contribution limits and offer tax-free withdrawals, making them ideal for covering additional expenses or preserving other retirement funds. IULs also provide a tax-free death benefit to beneficiaries, bypassing probate and ensuring a legacy for loved ones. Discuss with us if an IUL is appropriate for your retirement strategy and estate planning needs.
Market & Investment Solutions

Our market and investment solutions provide tailored strategies to help you grow your wealth and achieve your financial goals. We analyze market trends and your unique risk tolerance to create a diversified investment portfolio, incorporating a range of asset classes. With our experienced insights and ongoing support, you can confidently navigate the investment landscape and make informed decisions to optimize your returns.
Specialized Financial Planning

At Granite Rock Wealth Management, we specialize in providing tailored wealth management and retirement planning solutions for medical professionals, federal employees, and high-net-worth individuals. With a deep understanding of the unique financial challenges and opportunities faced by these groups, we offer personalized strategies designed to optimize wealth, secure financial futures, and plan for a comfortable retirement. Whether it's navigating the complexities of medical careers, federal benefits programs, or managing significant assets, our goal is to ensure that our clients achieve long-term financial success with confidence and peace of mind.

Register For

Our Educational Events

Our educational events are designed to empower you to take the first step of your financial journey. Register below to join us in finding the path to your optimal retirement.

UPCOMING EVENTS

Events in December 2024

There are no events scheduled during these dates.

Our Guides and Blog

Financial Educational Literature

Our Guides

Our Blog

Download Our Guides

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The True Cost of Hidden 401(k) Fees
How Much Can Hidden Retirement Account Fees Cost You?

Do you know how much you’re paying in fees for your retirement account? Were you aware that fees are commonly charged on retirement accounts in the first place? If you have access to an employer-sponsored retirement account such as a 401(k), information about your account might be harder to access given that it’s offered through your employer and often isn’t completely in your control.

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Replacing Your Paycheck
Your Guide To Replacing Your Paycheck in Retirement

If you’re preparing for retirement or looking for more financial stability, you’ve likely thought about how your retirement savings can be used smartly to cover your costs and maintain your lifestyle. It’s normal to fear running out of money in retirement, given that you are done with your working life and are turning to your own source of savings and wealth for your financial security. While you may have saved well, it can be daunting to realize you have to now turn those savings into income that can sustain you for the rest of your life, especially if you don’t have a pension. Living off your savings and investments is quite different than living off external income.

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Age 59 1/2
Why Is This An Important Age?

You’re nearing your 60th birthday, which doesn’t seem as significant a milestone as the moon landing or important birthdays like 16, but that’s where you’re wrong! Turning 59 ½ is almost as exciting as when you turned 16 and could drive because at 59 ½ you can withdraw from your retirement accounts without incurring a penalty. Hopefully you’ve been taking advantage of the ability to contribute extra money to your retirement accounts since you turned 50. You’re also nearing the age at which you’re eligible for Social Security benefits and Medicare. Keep reading to learn about your retirement options and how you can successfully transition into retirement.

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