Avoiding short-lived investment fads, we instead focus on market efficiency and sound economic philosophies, including Modern Portfolio Theory.Learn More
We strive to develop a customized financial plan that incorporates your entire financial picture and addresses your goals, both today and in the future.Learn More
To help you feel more confident in your future retirement, we utilize two retirement income planning strategies — NextPhase™ and Social Security Wise.Learn More
IRA Independent Retirement Analysis
We are armed with the knowledge and tools to help ensure your IRAs are set up and maintained correctly.Learn More
IRA Independent Retirement Analysis
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.Contact Us
Download Our Tax Reform Ebook!
There's a lot of confusion around the new Tax Reform and Jobs Act. Luckily, we're here to help. This Ebook will tell you everything you need to know about the biggest tax overhaul in 30 years.
Are Alternative Investments Right for You?
With alternative investments, it’s critical to sort through the complexity.
The Value of Insuring Against Life’s Risks
Building wealth requires protection from the forces of wealth destruction.
Put It in a Letter
A letter of instruction provides additional and more personal information regarding your estate.
A four-step framework for building a personal legacy.
Five creative (and inexpensive) ideas for motivating your employees.
A quick look at how federal income taxes work.
Here’s a guide to explain all the parts of Medicare.
Six overlooked tax deductions to help manage your tax bill.
It may help your business be better prepared in the event of the death of a principal or key employee.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Estimate your monthly and annual income from various IRA types.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator can help determine whether it makes sense to refinance your mortgage.
Learn more about taxes, tax-favored investing, and tax strategies.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
The importance of life insurance, how it works, and how much coverage you need.
It’s never a bad time to speak with your financial advisor about changes in your situation.
When do you need a will? The answer is easy: Right Now.
Do you know how to set up your financial goals for success? This knight does.
What are your options for investing in emerging markets?
Understanding the cycle of investing may help you avoid easy pitfalls.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.