PHONE: 574-232-2650 | EMAIL:
Elkhart 1: Saturday 1/27 & 2/3 (9AM - 12NOON)
Elkhart 2: Tuesday 2/13 & 2/20 (6PM - 9PM)
South Bend 1: Thursday 2/1 & 2/8 (6PM - 9PM)
South Bend 2: Saturday 2/10 & 2/17 (9AM - 12NOON)
For many, understanding every aspect of personal finance can be a daunting task. Catanzarite Financial Services offers a comprehensive approach to your personal finance and retirement planning that is centered around your values. We assist clients in several capacities including the following.
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.
Our goal is to provide you with guidance that can help you understand and better define your financial goals. We work hard to create a mutually beneficial and respected long-term relationship with my clients and their families.
Securities & Advisory Services Offered Through Harbour Investments, Inc.