Our Firm

There are countless options and choices in today's fast paced life. Catanzarite Financial Services provides a safe harbor by guiding clients on anything that affects them financially. Below are some of the core components of that guidance. 

Retirement Planning: Guide clients through a process that begins with their personal vision of retirement.

Asset Management: Manage assets based on client’s vision of retirement, risk tolerance and income needs with a focus on reducing volatility and providing downside protection in poor market conditions.

Estate Planning: Create comprehensive estate plans with the goals of reducing tax liability and simplifying the transfer of assets at the client’s passing.

Risk Management: Assess current risks that could negatively affect retirement planning and implement steps and/or products in the most cost efficient manner to address those risks.

Business Succession Planning: Analyze and implement the most efficient technique for the transfer of business ownership.

Employer Group Benefits: Work with employers to create a comprehensive cost-efficient benefit package with services that include health insurance, disability insurance, life insurance and retirement benefits.

Financial Education: Teach Retirement Planning Today at IUSB in both Elkhart and South Bend and offer the class through employers and associations.