Vincent J. Catania
CFP®
Vincent J. Catania is President and Founder of Retirement Counseling Services. He has been specializing in advising Baby Boomer, near retirees and recent retirees on financial and non-financial retirement issues since 1988 and has been a practicing CERTIFIED FINANCIAL PLANNERTM since 1990. Mr. Catania has been trained in IRA Rollover Planning by nationally recognized IRA Specialist, Ed Slott, CPA.
In 2009 and 2010, Vince was named a Five Star Wealth Manager locally by Indianapolis Monthly Magazine.
*Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2009/2010 Five Star Wealth Managers.
He has been involved in numerous non-profit and civic organizations either as a volunteer or Board member over the last two decades believing in the philosophy of giving back to his community including being a long-time member of the Fishers, IN Chamber of Commerce.
Retirement Counseling Services is an independent Fee-Based financial planning services firm specializing in retirement issues. We take a holistic approach with clients, but not limited to, Social Security income planning, cash flow needs, income needs, life style planning, tax saving opportunities, family needs as well a unique issues which are specific to each individual.