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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Discover Financial Clarity

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 our clients through these difficult financial decisions. Our combined expertise in taxes, investments, and financial planning gives 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

Human Resources

+1 (987) 1625346

Kenneth Diaz

Human Resources

+1 (987) 1625346

Diaz

Human Resources

+1 (987) 1625346

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 For 2022

Even as the pandemic continued in the United States and around the world, 2021 was another strong year for the markets, though returns varied a bit across various market segments. The S&P 500 index gained 28.7% in 2021 as large cap stocks had another strong year. The index set numerous new highs during the year. […]

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Retiring and the Transition From Accumulation to Conservation

Retirement is a transition in many ways. Your daily routine no longer centers around work. Retirement also represents a time of financial transition as well.  During your working years your focus is generally on accumulating money for retirement. This means contributing to your 401(k), IRAs, taxable investment accounts and others. Your investment strategy may also […]

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Why is Asset Allocation Important For Your Investment Portfolio?

Asset allocation is an investment strategy that adjusts the percentage of each holding in an investment portfolio according to the investor's risk tolerance, goals and investment time frame.  One famous industry study indicated that over 90% of the return from an investment portfolio was attributable to the portfolio’s asset allocation. While some have questioned whether […]

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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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