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Your Lifelong Guide Committed to You A Holistic Approach A Second Opinion
 

Investing

 

Financial Planning

 

Retirement Planning

 

Ed Slott Program

A Holistic Approach to Comprehensive Financial Planning

At Canella Financial Group, we understand how overwhelming it can be to navigate the world of financial planning and investing. Without trusted guidance and easy-to-understand advice, it’s hard to feel confident in your financial future. We seek to address this concern by serving as a trusted resource.

Our clients, while all unique, have one thing in common: they want unbiased financial information from an experienced professional. As an independent firm, our top priority is to serve our clients first by having the ability to use virtually any product to best suite our client’s needs, instead of being limited by proprietary products. Our goal is to always work for our client’s best interest, striving to protect and preserve their wealth, and enhance the quality of life they have worked hard to achieve.

Based in Pittsburgh, Pennsylvania, we have been serving clients in the Pittsburgh metropolitan area for more than 15 years. We invite you to contact us today to learn more about how we can help you pursue your goals.

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Helpful Content

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A Look at Whole Life Insurance

Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.

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Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.

Tips for Finding Care for Your Special-Needs Child

Tips for Finding Care for Your Special-Needs Child

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Social Security Benefits: How Much Will I Receive

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For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.

Social Security: The $64,000 Question

One of the most common questions people ask about Social Security is when they should start taking benefits.

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This calculator shows how inflation over the years has impacted purchasing power.

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Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

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Determine your potential long-term care needs and how long your current assets might last.

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Use this calculator to assess the potential benefits of a home mortgage deduction.

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Estimate how much you have the potential to earn during your working years.

Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

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Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

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Investment tools and strategies that can enable you to pursue your retirement goals.

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A presentation about managing money: using it, saving it, and even getting credit.

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Principles that can help create a portfolio designed to pursue investment goals.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

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Taking your Social Security benefits at the right time may help maximize your benefit.

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When do you need a will? The answer is easy: Right Now.

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A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate

The Cycle of Investing

Understanding the cycle of investing may help you avoid easy pitfalls.

Events on Wall Street

Can successful investors predict changes in the markets? Some can but others miss the market’s signals.

The Business Cycle

How will you weather the ups and downs of the business cycle?

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