You have climbed the mountain by working hard all your life.
We can help you get to the other side with greater confidence and ease.
By Joe F. Schmitz Jr., CFP®, ChFC®, CKA®
Save Money in Retirement With Tax Planning
Does your CPA or financial planner offer tax planning? If not, you could be leaving lots of your hard-earned money on the table. In Peak Retirement Planning, Inc.’s latest article, Joe Schmitz discusses tax planning as an essential part of any financial strategy, including:
- Why most financial planners don’t offer tax planning
- Why most people miss out on thousands in tax savings
- Why deferring taxes is not always the best strategy
Click the button to read Joe's MarketWatch article now:
By Joe F. Schmitz Jr., CFP®, ChFC®, CKA®
Save Money in Retirement With Tax Planning
Does your CPA or financial planner offer tax planning? If not, you could be leaving lots of your hard-earned money on the table. In Peak Retirement Planning, Inc.’s latest article, Joe Schmitz discusses tax planning as an essential part of any financial strategy, including:
- Why most financial planners don’t offer tax planning
- Why most people miss out on thousands in tax savings
- Why deferring taxes is not always the best strategy
Click the button to read Joe's MarketWatch article now:
By Joe F. Schmitz Jr., CFP®, ChFC®, CKA®
I Love Roth IRAs and Roth Conversions!
In this 5-minute read, find out why this CERTIFIED FINANCIAL PLANNER™ professional’s favorite investment is a Roth IRA (it has to do with taxes). Then, find out how easy it is for you to get one!
Click the button to read Joe's Kiplinger article now:
By Joe F. Schmitz Jr., CFP®, ChFC®, CKA®
I Love Roth IRAs and Roth Conversions!
In this 5-minute read, find out why this CERTIFIED FINANCIAL PLANNER™ professional’s favorite investment is a Roth IRA (it has to do with taxes). Then, find out how easy it is for you to get one!
Click the button to read Joe's Kiplinger article now:
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10 Questions to ask your Financial Planner
We see many people who are not getting the service they deserve from their current financial planner, so we put this tool together to make sure you are working with someone who is.
What is a CERTIFIED FINANCIAL PLANNER™?
Some financial advisors talk the talk. CFP® professionals walk the walk. We commit to acting as a fiduciary, which means we’ll always put your best interests first.
What is a CERTIFIED KINGDOM ADVISOR®?
As a CKA® we are able to combine competent financial guidance with Christian principles. This designation allows specially trained financial professionals to offer clients a sense of purpose in stewarding their wealth.