Konty Financial Services is led by Brian Konty (CRD# 4501331) and he believes there is only one way to navigate through the wealth of financial services options: straightforward. At Konty Financial Services, we offer clear strategies with smart, personalized solutions that match your goals and show you the path to achieve them.
Our mission is to help clients align their finances with their values, improve financial decision-making and behavior, take advantage of opportunities and avoid pitfalls, decrease financial stress, and find contentment through a financial planning process in a one-on-one setting.
Based in Cañon City, Colorado, Konty Financial Services focuses on a relationship-based process to provide personalized solution to investment management and financial planning. We are not commission based advisors looking to move you into one of our products, but instead focus on your objectives and goals and the steps needed to move you towards achieving them.
Investment Management and Financial Planning
With extensive experience managing clients' portfolios throughout major shifts in the market, Konty Financial Services has consistently delivered personalized investment management and financial planning services to individuals who are retired or are within 10 years of retirement.
Our focus on financial services range from investment management to wealth management to retirement planning to guidance during significant life events. Our mission always centers on helping clients achieve their financial and life goals.
At Konty Financial Services, we believe the combined effects of creating a plan that involves your goals (retirement or otherwise), a thought out and intentional plan toward investment management, sensitivity toward taxes, planning for needed insurances, and making sure your affairs are in order for when you are gone, will better help you accomplish your financial goals than will a strategy that focuses on just one aspect of your financial life.
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