We Serve Midwestern Millionaires℠
We Serve Midwestern Millionaires℠
Those in or near retirement, with $1M + saved, who hate taxes, and have pensions.
Those in or near retirement, with $1M + saved, who hate taxes, and have pensions.
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.