You Were Sent Here by Someone Who Knows You Need More Than Off-the-Shelf Advice.
We help successful people reduce taxes, align their wealth with what matters most, and Retire on Their Terms
For over 20 years, I’ve helped successful individuals reduce unnecessary taxes, create reliable income, and bring clarity to the complex financial decisions of retirement.
We guide a select group of clients who value thoughtful, coordinated planning — not sales pitches or cookie-cutter advice. Through our Retire Abundantly Process™, we provide a proven path to lower taxes, simplify your financial life, and align your wealth with what matters most.
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Choose What’s Most Helpful Right Now
👉 Schedule Your Complimentary Consultation
Start with a no-pressure conversation to uncover hidden gaps and explore opportunities—so you can move forward with clarity and confidence.
📘 Prefer to Start with Our Special Report?
Request our guide: “The 6 Most Dangerous Pitfalls to your Retirement Plans”
Check out our Retirement Resource Kit.
Receive helpful tools that include some books I've written, published articles, and a 21 point Assessment to shine clarity on your current situation.
✅ What You Can Expect
In a complimentary consultation, we’ll:
- Give you a second opinion on your current plan
- Uncover at least two ways to reduce your retirement tax burden and/or increase your income.
- Explore how to generate more tax-free income
- Review your estate and legacy setup in plain language
- Help you decide if our comprehensive planning process is right for you — no pressure, no commitment
What Other Say
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"I’ve been a client of Catanzarite Financial Services for over 10 years and have consistently received excellent guidance.”
— Mary, Google Review
“Whatever Joe’s job description is, he far exceeds it. Our financial outlook wouldn’t be nearly as solid without his expertise and compassion.”
— Tish
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“We have worked with Joe for a number of years and have been extremely pleased. He is professional, knowledgeable, and...”
— Steve, Google Review
“We feel like Joe is family. He’s detailed, consistent, and keeps us informed even when nothing changes.”
— Jeff & Debbie
👤 About Joe
Certified Financial Planner™ | National Financial Educator | Published Author
Joseph Catanzarite is a recognized retirement income specialist and the creator of the Retire Abundantly Process™—a step-by-step planning system that helps successful professionals, business owners, and independent women reduce taxes, create tax-free income, and protect their legacy.
With over 20 years of experience, Joseph has been featured in media outlets including NBC, CBS, ABC, FOX, Yahoo Finance, MarketWatch, and the Boston Business Journal. He is the co-author of four books, including:
- Retire Abundantly
- Build Wealth Like a Shark
- Retire Like a Shark (with Kevin Harrington of Shark Tank)
- Retire on Your Terms (Coming Soon)
He speaks regularly at financial briefings and private events, guiding clients who want clarity, confidence, and a coordinated plan for retirement.
“I believe you should live your legacy—not just leave one. My goal is to help you retire on your terms, with clarity and confidence.”
— Joseph Catanzarite, CFP®
Best Selling Books Co-Authored By Joseph Catanzarite
Joe's books co-authored with the original Shark from Shark Tank, Kevin Harrington, have been Amazon best sellers and continue to help business owners, professional, educators, and independent women Retire on Their Terms!
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.
330 S 35th Street
South Bend, IN 46615
Phone: (574) 232-2650
Email: Info@CatanzariteFinancial.com
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