About Canavera Financial Group, LLC

Canavera Financial Group, LLC is the operating business entity of Clifford G. Canavera, a CERTIFIED FINANCIAL PLANNER™ practitioner and an Investment Advisory Representative of Eagle Strategies LLC, A Registered Investment Advisor.

About EagleFINANCIAL PLANNING Through Eagle Strategies LLC, A Registered Investment Adviser, I offer an objective, fee-based approach to financial planning. The solutions I recommend and the strategies you decide to implement will depend upon your personal circumstances and objectives. You may choose to work with me on a comprehensive basis or limit the scope and focus of the plan to help you achieve one or more of your goals.


 

INVESTMENT ADVISORY SERVICES

What do you include when asked to determine the value of your total economic wealth? If you are like most savvy investors, you probably turn to a balance sheet of financial assets such as stocks, bonds, mutual funds, real estate holdings, and retirement savings accounts to calculate your financial net worth. This traditional definition of wealth, however, is incomplete. It overlooks what may be your largest asset – your "human capital".

Human capital is the value of all your expected future income, including your pension income and Social Security benefits. Our solution evaluates your current income, your savings rate, and your work or retirement situation to determine how large an asset human capital is for you and its effect on your overall asset allocation.

Your human capital should drive insurance selection and asset allocation decisions in pre-retirement and retirement. In pre-retirement, incorporate insurance into your asset allocation to help mitigate risk and enhance the economic value of your portfolio. In retirement, use guaranteed lifetime income* to hedge against the risk of outliving your retirement savings.

Eagle Strategies' Investment Advisory ServicesEagle Strategies provides managed account solutions that provide you with all the benefits of a comprehensive investment management service and access to an extensive universe of mutual funds, fund advisory portfolios, and separately managed account managers all tailored to your needs in a simplified approach focused on maximizing value over your entire lifetime.

Several Experts Under One Comprehensive SolutionEagle Strategies' Investment Advisory Services marks a unique advance in wealth management by bringing together an innovative approach to insurance product selection and rigorous investment management from several third party money managers to create an integrated investment and insurance strategy to help meet your financial goals. For a free Investment Advisory consultation please contact me today!

* Refers to fixed annuity products. Guarantees are backed by the claims-paying ability of the issuer.

Calculators

  • Tax-Deferred Savings

    Compare the potential future value of tax-deferred investments to that of taxable investments.

  • College Funding

    Use this calculator to estimate the cost of your child’s education, based on the variables you input.

  • Savings Goals

    How much do you need to save each year to meet your long-term financial goals?

  • Impact of Inflation

    Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

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