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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

9 Facts About Retirement

9 Facts About Retirement

Regardless of how you approach retirement, there are some things about it that might surprise you.

9 Facts About Social Security

9 Facts About Social Security

There are things about Social Security that might surprise you.

Charitable Giving: Smart from the Heart

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations? Here are three tips.

 

Universal Life Insurance

Universal life insurance is permanent insurance with a flexible premium. Here's how it works.

Asset Allocation

Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.

Planning for Special Needs Children

Planning for a special-needs child can be complicated, confusing, and even overwhelming.

Your Emergency Fund: How Much Is Enough?

Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.

The Utility of Sector Investing

Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.

Gun Ownership and Your Homeowners Policy

Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.

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Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.

Long-Term-Care Needs

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

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Tax Management Strategies

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

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

An Inside Look at Retirement Living

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

Investment Strategies for Retirement

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

5 Smart Investing Principles

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

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

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RE: Retirement

How does your ideal retirement differ from reality, and what can we do to better align the two?

Tuning Your Social Security Benefit

When should you take your Social Security benefit?

Global and International Funds

Investors seeking world investments can choose between global and international funds. What's the difference?

Should You Invest in Exchange Traded Funds?

There are hundreds of ETFs available. Should you invest in them?

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations? Here are three tips.

A Fruitful Retirement: Social Security Benefit

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

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