We Provide Clarity of What's Possible
The Canale Financial Group is a team of financial planning professionals, joined together to help you realize your goals and support your unique vision.
Our well-defined approach has been embraced with successful outcomes by providing peace of mind and judgment-free support since 1995. With deep experience and expertise, we provide resources and guide you to make informed financial decisions for each phase of your life.
- For a family with an individual with special needs, we will help you maximize your financial resources to provide a lifetime of financial security for your loved one.
- For pre-retirees and retirees, we develop accumulation and distribution strategies focused on lifestyle and legacy goals.
- For time-pressed high achieving professionals and entrepreneurs, we provide objective advice to build and secure wealth.
Together, we will help you drive greater achievements, for today and the years to come.
The Value of Working with Us
A True Partnership
We view our relationships as true partnerships, built on a foundation of integrity and mutual trust. We will work in concert with you by taking the time to clearly understand your goals.
Experiential Understanding
We know that by moving intention to action, we empower our clients to achieve their life goals. For more than 35 years of combined experience, we have guided clients to prioritize what’s important.
Specialized Knowledge
A team of highly-qualified credentialed professionals with expertise in helping clients protect those who they love, optimize cash flow, minimize taxes and growth their wealth.
With courage, compassion and candor we will work in your best interests.
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The Northwestern Mutual Difference
We make plans for people, not just money. So no matter your goals, we have access to top rated products and services to help you meet each one.
- Best Life Insurance Company ranked by NerdWallet, April 2019 1
- Highest financial strength ratings of any life insurer from all four major rating agencies2
- Top 10 U.S. Independent Investment Broker-Dealers3
2 A.M. Best Company, A++ (highest), May 2019; Fitch Ratings, AAA (highest), May 2019; Moody's Investors Service, Aaa (highest), September 2018; S&P Global Ratings, AA+ (second highest), June 2019. Third-party ratings are subject to change. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company.
3 Measured by 2018 total revenues. Ranking for Northwestern Mutual Investment Services, LLC. Sources: Financial Advisor magazine and Investment News, May 2019.
