Eliminate Confusion, Reduce Taxes, and Retire on Your Terms.

We simplify the complex so you can retire with clarity and confidence knowing you did everything you could.

Meet With Joe

Book Joe to Speak  

I have been a client of Catanzarite Financial Services for 10 years and consistently received excellent guidance.”
Mary

The testimonial may not be representative of the experience of other clients and is not indicative of future performance.

🎥 A Personal Message from Joe

Joe briefly shares who he helps, why clarity matters, and how the process works.

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Meet Joe

Joe helps successful families, business owners, and professionals retire with clarity and confidence. He created the Retire Abundantly Process to help clients reduce taxes, generate income, and align money with meaning.

Highlights:

📘 Author of Retire Abundantly, Build Wealth Like a Shark, Retire Like

Shark, and Retire On Your Terms
📰 Featured on NBC, CBS, FOX, MarketWatch, Yahoo Finance
🎥 Interviewed by Kevin Harrington (Original Shark on Shark Tank)
🎤 Speaker at national retirement briefings and private client events
Certified Financial Planner™ with 20+ years of experience

“Joe has consistently shown the expertise and integrity we value most. He communicates clearly and makes complex topics easy to understand, which gives us real confidence in our decisions.”

Steve

The testimonial may not be representative of the experience of other clients and is not indicative of future performance.

What Most Advisors Miss—and Why It Costs Retirees So Much

  • Paying more taxes than necessary
  • Taking income in the wrong order
  • Leaving loved ones with probate delays
  • Missing legacy and giving opportunities

John's story...

He spent decades building wealth—working, saving, investing. Then retirement approaches, and everything shifted:

  • His income sources change
  • Taxes were more than expected
  • Estate Planning Proved Confusing
  • And suddenly… the pieces didn't fit together anymore

His advisor didn't adjust his plan for change circumstances and could not help with tax and estate planning

The Solution: Retire Abundantly Process™ coordinates all 9 Dimensions of Wealth—so you don’t have to.

Is Your Retirement Plan Built to Last?

Watch Joe’s exclusive interview with Kevin Harrington, the original Shark from Shark Tank, as they dive into these pressing issues.

Want to go deeper?
Schedule a consultation to explore the 13 Money Myths and the 7 Forces of Erosion that could be impacting your retirement.

Schedule Retirement Clarity Session

What Clients Say

Trusted by Families for Almost 20 Years

Real people, Real peace of mind. Real Retirement Confidence

The testimonial may not be representative of the experience of other clients and is not indicative of future performance.

Bring Joe In to Speak, Educate, Inspire, and Move People to Action.

Joe delivers engaging, practical talks for professionals, retirees, women’s groups, and client events. No jargon. No sales pitch. Just clarity, confidence, and action.

Popular Topics Include:

🔹 How to Reduce Retirement Taxes and Keep More of What You’ve Built
🔹 Legacy Without Regret: How to Pass on Wealth and Wisdom
🔹 The 5 Most Common Retirement Planning Gaps (and How to Fix Them)
🔹 Retire On Your Terms: Clarity, Control, and a Life That Reflects What Matters Most
🔹 Live a Life That Matters: Wealth, Wisdom, and What Really Counts

     Book Joe to Speak       

Other Books Co-Authored By Joe

We take the stress out of retirement planning so you can focus on living life. Our books help “set the GPS” for your Abundant Retirement centered around your Ideal Lifestyle and Legacy.

Best Selling Books by Joe

Clarity, Confidence, and Control—From a Voice Trusted by Retirees Across the Country

330 S 35th Street

South Bend, IN 46615

(574) 232-2650

Info@CatanzariteFinancial.com

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