Our Services

Canella Financial Group offers comprehensive financial consulting services as well as a full range of financial products and services to help clients reach their financial goals.

We consult with clients to develop strategic financial solutions to help them move toward reaching their financial goals by analyzing the six key areas of financial consulting as defined by the Certified Financial Planner Board of Standards, Inc.

The six areas of financial consulting are as follows:

1. Current Financial Position

            Knowing your Net Worth

            Tracking Income and Expenses

2. Protection Planning

            Analyzing Survivor Needs for Premature Death

            Replacing Earning Power if Disabled

            Providing for Potential Long Term Care Cost

            Property and Casualty Protection

3. Tax Planning[1]

            Portfolio Tax Planning for Capital Gains and Losses

            Tax Deferral through Qualified Retirement Plans

            Tax-Exempt Investments

            Tax-Deferred Annuities

Referral to Qualified Tax Preparer – Certified Public Accountant

4. Investment Planning

            Accumulating funds for a Special Purpose

            Reviewing your Investment Portfolio

            Asset Allocation Strategies

5. Retirement Planning

            Reviewing Retirement Income Sources

                        Social Security, Employee Benefits, Personal Savings

Qualified Plan Rollovers

Retirement Income Strategies

Medical Care and Long Term Care Planning

6. Estate Planning[2]

Managing Estate Settlement Cost

Transfer of Ownership

            Beneficiary Designations

            Asset Ownership Designation

Referral to Qualified Professionals – Estate Planning Attorney