We Serve "Midwestern Millionaires"

Those in or near retirement, with $1M + saved, who hate taxes, and have pensions.

We Serve "Midwestern Millionaires"

Those in or near retirement, with $1M + saved, who hate taxes, and have pensions.

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Kiplinger Advisor Intel Contributor

Joe F. Schmitz Jr., CFP®, ChFC®, CKA

Joe is a recognized "Advisor Intel Contributor" - a select group of advisors whose content is shared with millions of families nationwide, and has written articles for the personal finance national publication since 2021.

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