Blue Granite Wealth - Raymond James Financial Services

Blue Granite Wealth - Raymond James Financial Services Securities offered through Raymond James Financial Services, Inc.

Services that we provide include: Retirement Income Planning, Investment
Strategies for Qualified Plans, Business Exit Strategies, Business Continuity
Planning, Financial Planning, Insurance and Annuities. Member FINRA/SIPC

Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Retirement Solutions Group is not a registered broker/dealer, and is independent

of Raymond James Financial Services

Important Disclosure Information: http://raymondjames.com/smicd.htm

This Memorial Day, we honor and remember the heroes who gave everything in service to our nation.
05/25/2026

This Memorial Day, we honor and remember the heroes who gave everything in service to our nation.

04/17/2026

Now that April 15th's tax deadline is behind us, it may be time for some financial spring cleaning. Here is a checklist of simple steps that can help refresh your finances:

✅ Revisit your budget
• Make sure it still fits your current circumstances and what you value most
• Revisit each category and decide what adjustments may be needed
• Keep it realistic so you're more likely to stick with it
✅ Check account balances
• See where your checking and savings really stand
• Consider simplifying by consolidating old or unused bank accounts
✅ Review your subscriptions
• Look for streaming services, apps, or memberships you barely use
• Can't remember what you're subscribed to? Check your credit card or bank statements for recurring charges
✅ Review bills and due dates
• Avoid late fees by setting reminders or autopay
• Confirm amounts haven't increased unexpectedly, and shop around if you haven't reviewed them in a while
✅ Organize your documents and passwords
• Tax time just finished, file what you need and securely discard what you don't
• Even small reductions add up over time
✅ Revisit your financial goals
• Have they changed, how are you progressing
• Set one short-term goal, keep it realistic and achievable within 60–90 days

A little cleanup now can create more clarity and confidence. If you'd like to review any of these areas or need help creating a plan, we're happy to schedule time to meet and walk through it with you!

Address

4257 Southtowne Drive
Eau Claire, WI
54701

Opening Hours

Monday 8am - 4:30pm
Tuesday 8am - 4:30pm
Wednesday 8am - 4:30pm
Thursday 8am - 4:30pm
Friday 8am - 4:30pm

Telephone

+17155142900

Website

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