You Deserve a Retirement Plan That's Clear and Coordinated So You Can RETIRE ON YOUR TERMS
We simplify the complex so you can retire with clarity and confidence knowing you did everything you could.
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“I have been a client of Catanzarite Financial Services for 10 years and consistently received excellent guidance.”
— mg morgan, Google Review
🎥 A Personal Message from Joe
Joe briefly shares who he helps, why clarity matters, and how the process works.
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
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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
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.
What Clients Say
Trusted by Families for Almost 20 Years
Real people, Real peace of mind. Real Retirement Confidence
“Joe manages our income, life insurance, Medicare, and long-term care. He’s always available and explains everything clearly.”
— Don & Mary Jo
“Joe has exceeded every expectation. His advice has helped us navigate every stage of life with confidence.”
— Tish
“We feel like Joe is family. He’s detailed, consistent, and keeps us informed even when nothing changes.”
— Jeff & Debbie
“Joe made our retirement feel possible—and gave us the peace of mind to enjoy it.”
— Mike
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
Best Selling Books by Joe
Clarity, Confidence, and Control—From a Voice Trusted by Retirees Across the Country
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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