Welcome to Granite Bay Financial Strategy, a full-service financial services company, concentrating in retirement planning and estate conservation.  Feel free to browse our site.  You'll find a variety of articles, calculators, and research reports that we hope will answer your questions or stimulate your interest. 


As financial professionals, we can:

  • Help you clarify and define your goals
  • Recommend solutions and identify potential opportunities that may fit your needs
  • Deliver timely information
  • Explain how changing financial conditions affect you
  • Monitor your financial progress
  • Make investment planning easier

If you have any questions, please give us a call or send us an email.  We will be happy to assist you.