About Canty financial mgt. inc.
Canty Financial Management Inc. is a financial planning and investment management service that has been serving the residents of Saratoga County, NY and Naples, FL for many years. The company is a registered investment advisor regulated by the SEC, which means that it adheres to strict standards of professionalism and ethics.
At Canty Financial Management Inc., we understand that managing your finances can be overwhelming and stressful. That's why we offer comprehensive financial planning services to help you achieve your goals and secure your financial future. Our team of experienced professionals will work with you to create a customized plan tailored to your unique needs and circumstances.
Our services include retirement planning, estate planning, tax planning, risk management, investment management, and more. We take a holistic approach to financial planning because we believe that every aspect of your life is interconnected.
Retirement Planning
Planning for retirement can be daunting, but it doesn't have to be. At Canty Financial Management Inc., we will help you create a retirement plan that takes into account all aspects of your life - from where you want to live in retirement to how much money you need each month.
Estate Planning
Estate planning is an essential part of securing your family's future after you're gone. Our team will work with you to create an estate plan that ensures your assets are distributed according to your wishes while minimizing taxes and other expenses.
Tax Planning
Taxes can eat up a significant portion of your income if not managed correctly. Our tax experts will help you develop strategies for reducing taxes now and in the future so that more money stays in your pocket.
Risk Management
Life is unpredictable - accidents happen, illnesses strike unexpectedly - but with proper risk management strategies in place, you can protect yourself from financial ruin. We'll help identify potential risks in all areas of life so that they can be mitigated or avoided altogether.
Investment Management
Investing wisely requires knowledge about markets, trends, and risk management. Our investment management team will help you create a diversified portfolio that aligns with your goals and risk tolerance.
At Canty Financial Management Inc., we pride ourselves on providing personalized service to each of our clients. We take the time to get to know you and your unique financial situation so that we can provide the best possible advice and guidance.
If you're looking for a financial planning and investment management service that puts your needs first, look no further than Canty Financial Management Inc. Contact us today to schedule a consultation!