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.
Trends in Charitable Giving
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Critical Estate Documents
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
16 Wall Street Cliches in 60 Seconds
Pundits say a lot of things about the markets. Let's see if you can keep up.
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
An increasing number have been developed to help individuals with their personal finances.
It's important to understand the pros and cons when considering a prepaid debit card.
This calculator demonstrates the power of compound interest.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Estimate the total cost in today's dollars of various mortgage alternatives.
How federal estate taxes work, plus estate management documents and tactics.
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.
There are some smart strategies that may help you pursue your investment objectives
Principles that can help create a portfolio designed to pursue investment goals.
Using smart management to get more of what you want and free up assets to invest.
Have you found yourself suddenly single? Here are 3 steps to take right now.
A special needs trust helps care for a special needs child when you’re gone.
Investors seeking world investments can choose between global and international funds. What's the difference?
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Make your retirement as exciting as your next vacation.