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Verizon Retirement Planning


Who We Are

Canella Financial Group is your local financial planning firm that specializes in helping telecom and utility workers understand their employee benefits and plan for a successful retirement.

What We Do

We help employees evaluate their financial situation.  And we help these employees understand, in plain language, how they’ll be personally affected by changes in their company savings and pension plans.  We provide ongoing educational workshops and retirement counseling so that you can be better prepared for your financial future.

Give your Retirement an IRA!

Independent Retirement Analysis

What's an IRA?

The IRA is your Independent Retirement Analysis.  The IRA is your retirement analysis to show you where you are today in relationship to your retirement goals and to provide you with strategies and solutions to help you toward reaching retirement.

The IRA helps you answer these important questions for retirement

  • What's my income for retirement?

  • Should I Take a Lump Sum or Monthly Pension?

  • Am I Properly Using My 401-k?

  • What does retirement mean to you?

  • Will my income last my entire lifetime?

  • Explaining complex financial concepts in easy-to-understand terminology.
  • Prepare projections to illustrate if you are on track to meet your retirement goal.
  • Providing a list of solutions to help you move closer toward your retirement goals.


 

 

 

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.