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.
Planning for Special Needs Children
Planning for a special-needs child can be complicated, confusing, and even overwhelming.
The Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?
9 Facts About Retirement
Regardless of how you approach retirement, there are some things about it that might surprise you.
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
There are common mistakes you can avoid when saving for retirement.
Here's a breakdown of how the federal government spends your tax money.
Here’s a guide to explain all the parts of Medicare.
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
Understanding how a stock works is key to understanding your investments.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Use this calculator to compare the future value of investments with different tax consequences.
Estimate how much of your Social Security benefit may be considered taxable.
This questionnaire will help determine your tolerance for investment risk.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some key concepts to understand when investing for retirement
Learn more about taxes, tax-favored investing, and tax strategies.
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
It's easy to let investments accumulate like old receipts in a junk drawer.
When should you take your Social Security benefit?
There are a few things to consider when buying or leasing your next vehicle.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
Are you ready for retirement? Here are five words you should consider.