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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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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 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.

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Kenneth Diaz

Human Resources

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Human Resources

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

Articles

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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Importance of a Fee-Only Fiduciary Financial Advisor

The financial services industry has a bad habit of using terms that can seem vague and confusing to clients. There is probably no place where this confusion is greater than how an advisor is compensated. Additionally, the term fiduciary is tossed around by the media quite a bit. However many investors don’t fully understand what […]

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CFM Investment Commentary 2021

As we begin the new year, Covid-19 is still a major aspect of our daily lives and our current economic environment. Though we believe we are reaching the later innings of the Covid-19 pandemic, we believe there are investment opportunities across financial markets to be taken advantage of. Stock and Bond Markets The stock market […]

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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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