CFM Financial Roadmap
All in One
Retirement Plan
Easy Budgeting
Social Security Optimizer
College Funding Planner
Portfolio Analysis
Estate Planning

A few benefits

aggregate accounts

Aggregate Accounts

Such as bank accounts, investments, credit cards, loans, mortgages, and insurance from over 8,000 financial institutions

Budgeting Tool 

A simplified Budgeting Tool that will automatically categorize your expenses, updated daily.
Budgeting Tool
net worth

Net Worth

A Net Worth tracker to give you a birds eye view of your assets and liabilities

Retirement Planner

A Retirement Planner to help you stay on track for a successful retirement. Make changes to your plan to see how it will affect your situation.

Security is Everything to Us

CFM does not sell, share, or distribute your personal information to third-parties, vendors, or other institutions.

• Our SSL certificate uses bank-level 2048-bit asymmetric and 256-bit symmetric encryption. 

• Read more detail about our security & compliance here

Subscribe to Our Monthly Newsletter!

Stay Up to Date on the Latest Financial Planning News.
Canty Financial Management
20 Church Avenue 
Ballston Spa, NY, 12020

5129 Castello Drive Suite #1
Naples, FL, 34103
Michael Canty Memorial Fund
Legal, privacy, copyright and trademark information.

Ready to create your financial roadmap?

Want to see if our services are right for you?
Schedule a complimentary, 15-minute phone call today.
Schedule a Call
Copyright © 1987 – 2024 Canty Financial Management Inc. All Rights Reserved.
Website managed by Stallion Cognitive
homelockheartgraduation-hatcalendar-fullpie-chartchart-barsmagnifierchevron-downcheckmark-circle linkedin facebook pinterest youtube rss twitter instagram facebook-blank rss-blank linkedin-blank pinterest youtube twitter instagram