Retire With Clarity, Confidence, and Control

Most successful people overpay in taxes and face retirement with scattered strategies—and costly blind spots.

“From taxes to estate to income - Joe helped bring everything together with clarity and purpose.”
— Karen

“Joe goes beyond the numbers. His advice helped us navigate major life changes with confidence.”
— Tish

The testimonial may not be representative of the experience of other clients and is not indicative of future performance.

As Seen on Co-Author of

Even the most successful people wonder:

“Am I doing everything I should to preserve what I’ve built?"

Many people go through retirement...

You’ve Built the Wealth. Now Meet the Expert Who Helps You Secure It.

Joe Catanzarite is a Certified Financial Planner™ and national author who’s helped hundreds of families simplify, secure, and strengthen their financial life with his proven Retire Abundantly™ Process.

✔ Featured on NBC, FOX, CBS, MarketWatch
✔ Co-author of Retire Like a Shark with Kevin Harrington
✔ 20+ years helping professionals, business owners, and independent

Schedule Retirement Clarity Session

Download "6 Retirement Pitfalls" Special Report

Here’s how we simplify your retirement:

1.
Schedule a complimentary Retirement Clarity Session

Start your financial journey by talking with an advisor at Prosperity. We can set up an appointment over a phone or in person. It’s free of charge.

2.
Joe guides you through the Retire Abundantly Planning Process

Joe will guide you through the Retire Abundantly Planning process which will uncovers gaps and inconsistencies as well as opportunities.

3.
You get a personalized plan that reduces taxes & risk.

No two plans are the same which is why the Retire Abundantly Planning Process is not a template but a framework that can be adjusted for your situation to maximize the results for you and your family!