Canty's Financial Strategies

Our Vision and Values

Canty's Financial Strategies stands on a foundation of deeply held values that guide our interactions with clients and the broader community. We prioritize:

• Client-centeredness: We prioritize understanding your unique financial goals and delivering personalized solutions tailored to your specific needs.
• Transparency: We believe in open and honest communication, providing clear explanations of our processes and fees.
• Expertise: Our team draws on extensive knowledge and industry experience to offer innovative and effective solutions.
• Integrity: We adhere to the highest ethical standards and uphold strict fiduciary responsibility.
• Community: We actively engage with the Denver, Colorado community and support initiatives that promote financial well-being.

Who We Are

Founded in 1993, Canty's Financial Strategies has been providing comprehensive financial guidance to individuals and businesses in the Denver metro area. Led by Leann Canty, a seasoned financial planner with a background in tax law, our team of experienced professionals offers a diverse range of services to meet your individual financial needs.

Our Comprehensive Services

We offer a comprehensive suite of services designed to empower you to make informed financial decisions and achieve your goals. These include:

Tax Management & Planning

• Tax optimization strategies
• Retirement account planning
• Estate conservation strategies
• Business tax planning & compliance

Financial Planning & Investment Strategies

• Comprehensive wealth management
• Goal-based financial planning
• Portfolio management
• Investment review and optimization

Retirement & Estate Planning

• 401(k) rollovers
• Estate planning & trusts
• Life insurance review & recommendations
• Long-term care planning

Additional Services

• Real estate tax planning
• College funding strategies
• Small business planning & optimization
• Financial education & consultations

Our Team and Expertise

Our team consists of experienced professionals with diverse backgrounds in finance, taxation, and estate planning. We are committed to providing personalized attention, clear communication, and proactive guidance throughout the financial planning process.