GRANITE STATE RETIREMENT PLANNING, INC.
SEC RegisteredSpeaker, Author, Creator of The Protected Retirement Process®
About the firm
Granite State Retirement Planning, Inc. is the firm of Dan Hagler, a recognized financial instructor and wealth planner who created The Protected Retirement Process® — a repeatable, predictable, and sustainable 4-phase planning method designed to help clients avoid pitfalls and hidden obstacles when planning for retirement.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Retirement planning and wealth planning through The Protected Retirement Process®, a 4-phase process aimed at reducing hidden obstacles during retirement and ensuring investments last throughout retirement.
Who they serve
Business owners, women-on-their-own, and high-net-worth individuals
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 84 | $48M |
| High Net Worth Individuals | 44 | $95M |
2 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
1 advisor in the directory
Regulatory & compliance
Data as of March 3, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. GRANITE STATE RETIREMENT PLANNING, INC. has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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