Canty's Financial Strategies, arvada financial planning *, asset management, tax preparation arvada

(303) 424-8757

 Canty's Financial Strategies, Inc. has been located in the Denver metro area since 1993. Leann uses her extensive tax law background to help maximize wealth accumulation. This expertise gives her a distinct advantage over other financial planners. Leann Canty provides comprehensive financial planning* which includes asset management, portfolio asset allocation, annuities, and insurance.

Her financial planning* can help you plan for your retirement lifestyle.  Leann has the ability to combine financial management strategies to fit your goals and personality. Asset management may include the use of annuities or insurance, when appropriate to help reduce risk and alleviate adverse consequences to your family.  She can help you with college planning for your children or grandchildren.  Estate planning and tax planning helps you leave a larger legacy to your loved ones.  Leann will take the time to get to know you and your family's financial wishes.  As your family's concerns change over time Leann is able to adjust your financial strategies accordingly.  Leann will build a compehensive financial plan that is uniquely yours because no two families are alike.

One of her specialities is small business owners and real estate investors.  Our business services include payroll services, bookkeeping, and QuickBooks support.  We help small businesses and their owners with tax planning and tax preparaion for all types of businesses.

Leann has built and uses a team constructed of experts in their specialized areas of financial services.  By using this team approach, she is able to build a comprehensive plan that takes into consideration your individualized financial needs. 

* These services are offered by Leann Canty through her affiliation with H.D. Vest Investment Services SM and H.D. Vest Advisory Services SM.

 
Calculators

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Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

Risk Tolerance

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Newsletters

Put It in Writing

A high level of job satisfaction is fairly typical of business owners, but it can also be a hindrance if it keeps them from thinking about a planned exit strategy. A written exit plan could help you avoid surprises.

Be Ready for a Change in Interest Rates

Fluctuating interest rates can be challenging for bond investors who want to reinvest their principal. When rates are low, they may have to accept lower yields; when rates rise when principal is tied up, they may not be able to benefit. One strategy to help manage reinvestment risk is to build a bond ladder.

For Better, For Worse: Communicating About Retirement

A recent study indicates that couples are not communicating clearly about retirement goals and strategies, even as they approach retirement age. This article offers suggestions to open a dialogue and encourages couples to discuss their retirement needs and desires with each other and with their financial advisor.

Using a Variable Annuity for Guaranteed Income

One recommendation from the White House Task Force on Middle Class Working Families was for retirees to consider purchasing annuities to help provide a stable income. Investors who want their retirement portfolios to go the distance might want to learn more about variable annuities.

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