Financial Services
Securing Your Future Financial Freedom
At Konty Financial Services, we help busy professionals and retirees plan for retirement, pay less in taxes, and invest intelligently. Whether you are nearing retirement and want to make sure you are on track or are already retired and want to make sure you don't have to go back to work, we're here to help you plan with confidence for the retirement you deserve.
Our clients preparing for retirement don’t want to plan their future and grow their investments on their own, and for a good reason! The burden can be overwhelming. They want a dedicated team to help them every...
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Smart Investing with Smart Ideas
At Konty Financial Services, our goal is to help educators and public employees choose the investment and income strategies that work for them. We help Colorado teachers build retirement portfolios that result in a comfortable and fulfilling retirement.
We'll provide you with a personalized analysis of your portfolio and advise you on strategies so you can work toward a successful retirement.. We’ll review your pension for free and help you answer these questions:
When should you start your pension?
Should you take your pension as an annuity or a lump sum?
If you leave early, can you take a partial employer contribution with you?
How...
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Giving Futures To Your Investments
At Konty Financial Services, we focus our efforts on providing sound and customized financial advice to our clients. We provide personalized investment management services for a diverse group of clients including individuals, family trusts, foundations, endowments, profit sharing and pension plans.
In order to build a suitable portfolio for you, we start with a thorough analysis of your lifestyle, goals and individual objectives. We'll help you determine what you want and need for yourself, for your family, and the future. Your portfolio will be flexible, responsive, and true to your goals.
We'll help you pursue long-term investment goals, provide long-term protection for...
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Planning Your Family's Future Needs
Whether you are recently married, buying a house, taking care of a loved one or preparing to retire, each new stage of life is exciting and uncertain. We can help ensure you’re protected with life, long-term care, and disability insurance.
Taking the time now to understand just how valuable your income is, is the essential first step in identifying not only your current needs, but your long-term goals. You shouldn't wait for the unexpected to occur. Consider insurance now and it will help you prepare for unforeseen costs along with giving you something just as valuable - more confidence.
Life Insurance
We believe...
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Strategies to Grow your Money
Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your risk tolerance. At Konty Financial Services, our mission is to educate our clients on financial strategies for retirement, help protect their accumulated assets, generate income, and implement strategies to help reduce or eliminate unnecessary taxes.
Whether your goal is preparing for retirement, college savings, or estate strategy, our personalized service focuses on your needs, wants, and financial goals and objectives. Brian Konty has years of experience in financial services. We can...
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