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Clifford Canavera

Advisor at Eagle Strategies (NY Life)

Updated today
Eagle Strategies (NY Life) logo

Firm

Eagle Strategies (NY Life)

Location

Brandenburg, KY 40108

Credentials

CFP®, Series 63, Series 65

Industry experience

32 years

Fee options

Percentage

$0+: Up to 0.80% annually (Retirement Plan Consulting Program, negotiable, may be tiered) $0+: 0.05% to 0.80% annually (ERISA Investment Manager Program, negotiable, may be tiered) $0+: 0% to 1.25% annually (Co-Advisory Program, negotiable) $0+: 0% to 1.00% annually (New York Life Premier Advisory Variable Annuity, negotiable)

Commissions

Commissions and other compensation may be received by IARs acting as insurance agents or registered representatives for insurance, annuities, and securities products sold separately from advisory services.

Project-based

Hourly fee-based advice generally ranges from $100 to $400 per hour, negotiable.

Subscriptions

Ongoing Subscription Agreement for financial planning services with fees agreed for up to five years; payment options include annual, monthly or quarterly installments.

Other

Fee-only: Financial planning fees range from $500 to $35,000 per plan; hourly advice fees $100 to $400 per hour; seminar fees $35 to $200 per attendee; Foundational Analysis is free.

Work history

Nylife Securities Inc

2004 - Present (22 years)

Canavera Financial Group, Llc

2004 - Present (22 years)

New York Life

2004 - Present (22 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Ryan S

CFP®

Brandenburg, KY

Pivot Point Wealth Planning

My name is Ryan Stith, and I am a CERTIFIED FINANCIAL PLANNER™. I am also the founder of Pivot Point Wealth. I founded Pivot Point Wealth to help families, like my own, develop a better understanding of their financial lives in a way that provides clarity, simplicity, and purpose in their decision-making. I believe this is best achieved when our decisions around money and life match our values. We are all on a financial journey guided by the actions and decisions we make along the way. As a financial planner, I feel it is my job to serve as a guide, whether that means helping you discover what values are truly important to you or simply acting as a signpost to point you in the right direction when you come to a crossroads. On a more personal note...I’m a ginger by birth, planner by nature, and teacher’s husband by choice. I was born and raised in the small town of Brandenburg, KY where I live with my wife (DeAnna), our two kids (Madeline & Henry), and our dog, Penny. I'm a huge University of Kentucky basketball and football fan (Go Big Blue!), as well as loyal English Premier League football follower. In my spare time, you’ll find me outside running, in the garage tinkering and finding any excuse to use power tools, or on a patio enjoying time with friends and family.

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