We started it because we believed there had to be a better way to help people retire on their terms—with confidence, clarity, and the freedom to live the life they worked so hard to build.
In 1991, Catanzarite Financial Services was founded by Tony Catanzarite to challenge a broken system—one that left too many people with fragmented advice, missed opportunities, and more questions than answers. We saw families handed binders full of charts but no true plan. We watched too many advisors focus only on investments, ignoring taxes, estate issues, and legacy wishes.
We knew our clients deserved more. So we built something better: a process that doesn’t just inform, but transforms.
Our Mission
To help successful individuals and families retire with clarity and confidence by reducing taxes, protecting their wealth, and aligning their financial lives with what matters most.
We guide our clients through the Retire Abundantly Process, a proven, step-by-step system that brings order to complexity and turns financial potential into lifelong peace of mind.
"Joe goes beyond the numbers. His advice helped us navigate major life changes with confidence."
—Tish
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