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Creating a Plan For Financial Freedom

We strive to serve our clients during the financial planning process through deep and meaningful relationships that last for generations
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We help our clients navigate the retirement process. Whether you are in the years prior to retirement, retired, or planning for wealth transfer, we guide clients through difficult financial decisions. Our expertise in investments, tax, and financial planning give us an advantage when compared to traditional advisors.

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The Big Oxmox advised her not to do so, because there were thousands of bad Commas, wild Question Marks and devious Semikoli, but the Little Blind Text didn’t listen.

Diaz Kenneth

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Kenneth Diaz

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Diaz

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We Grow Ecommerce onEvery Major Platform

But who has any right to find fault with a man who chooses to enjoy a pleasure that has no annoying consequences.

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Investment Commentary & Outlook Q1 2021

After a rocky start in 2020 with the markets hitting their low point in March due largely to the economic disruption of the pandemic, 2020 ended with solid returns in many major stock indexes. The S&P 500 ended the year up 18.4% for the year, the Dow Jones Industrial Average gained 7.3% for the year […]

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How to Adjust Your Financial Plan When You Receive an Inheritance

We are in the midst of the greatest intergenerational transfer of wealth in history. Financial services research firm Cerulli Associates estimates that nearly 45 million U.S. households will transfer over $68 trillion in wealth over the next 25 years. If you are the recipient of an inheritance, how should you adjust your financial plan? Our […]

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Steps to Take in the Years Leading Up to Retirement: Pre-Retirement Tips

We read a lot about the importance of saving and investing for our retirement throughout our working careers. This is critical and we encourage our clients to save as much as possible and advise them on how to invest for retirement.  What doesn’t always receive as much emphasis is the importance of pre-retirement planning, specifically […]

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Canty Financial Management
20 Church Avenue 
Ballston Spa, NY, 12020
518-885-3230

5129 Castello Drive Suite #1
Naples, FL, 34103
239-435-0090
Michael Canty Memorial Fund
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