Retire on Your Terms with Confidence
Confused About What to Do Next? You’re Not Alone.
We help successful people simplify complex retirement decisions—so you can stop guessing, start safeguarding, and retire with confidence.
“Joe goes beyond the numbers. His advice helped us navigate major life changes with confidence.”
— Tish
Whether you’ve sold a business, managed your own finances, or suddenly find yourself making financial decisions alone, you deserve a plan that preserves what you’ve built.
In this short video, I’ll walk you through:
- Why even smart investors miss critical retirement risks
- How we simplify complex decisions like taxes, income, and legacy
- What to expect from your complimentary consultation
👤 You don’t need more generic advice.
🎯 You need a personalized plan—and a guide who understands what’s at stake.
Retirement Comes with Real Challenges - You're Likely Facing Some Alredy.
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.
⭐️⭐️⭐️⭐️⭐️ Google Reviews
“I’ve been a client for 10 years and consistently received excellent guidance.”
— MG
“We’ve worked with Joe for years and have been extremely pleased. He’s professional, knowledgeable, and trustworthy.”
— Steve
“From taxes to estate to income—Joe helped bring everything together with clarity and purpose.”
— Karen
“He simplified things we thought were too complicated. We feel confident and supported.”
— Don
“Working with Joe feels like working with family. He’s detailed, steady, and keeps us informed.”
— Debbie
“Joe made our retirement feel possible—and gave us the peace of mind to enjoy it.”
— Mike
Free Guide: The 6 Most Dangerous Pitfalls to Your Retirement Plan
- Avoid hidden tax traps after selling your business or appreciated investments
- Learn why most estate plans fail
- Fix the most common IRA mistakes before it's to late
Let's Take the Next Step Together
- Schedule you complimentary consultation and get clarity around your wealth and legacy.
- Want more information? Download our Special Report or attend the next Retirement Briefing.
Attend a Briefing
Discover essential retirement
Insights and Strategies at this life in person event.
Schedule Your Consultation
Identify hidden gaps and obstacles that could put your retirement at risk.
Get More Information
Find out what may be missing from your plan!
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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