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.
Directors and Officers Liability Insurance
Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.
You Would Rather Be...
Are you a thrill seeker, or content to relax in the backyard? Use this flowchart to find out more about your risk tolerance.
Choosing a Retirement Plan that Fits Your Business
To choose a plan, it’s important to ask yourself four key questions.
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
Understanding the value of a home warranty.
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
Estimate your monthly and annual income from various IRA types.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Estimate how much income may be needed at retirement to maintain your standard of living.
Assess how many days you'll work to pay your federal tax liability.
There are a number of ways to withdraw money from a qualified retirement plan.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some smart strategies that may help you pursue your investment objectives
Investment tools and strategies that can enable you to pursue your retirement goals.
How federal estate taxes work, plus estate management documents and tactics.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Here’s a quick guide to checking to see if you have unclaimed money.
With alternative investments, it’s critical to sort through the complexity.
What is your plan for health care during retirement?
Here’s a crash course on saving for college.
The average retirement lasts for 18 years. Are you prepared to fill that many days?
Learn how to harness the power of compound interest for your investments.