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.

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.

Get Started

Take the First Step Today

Discover

Schedule a Discovery Session, where you will share your goals and dreams, so we fully understand your vision for retirement.

Strategize

With your goals in mind, our Simplified Retirement Plan will help translate your retirement dreams into clear action steps.

Plan

While you enjoy retirement, we will monitor regularly to help ensure your plan stays on track for as long as you live.

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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.

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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.

Need More Info?

Attend a Live Event

Ready to take control of your future? Attend one of our informational seminars to learn more about retirement income strategies, wealth management and more.

Jul 12
Delaware Main Public Library, Community Room | 6:30 pm
Jul 13
Delaware Main Public Library, Community Room | 6:30 pm
Aug 06
Johnstown Mary E. Babcock Library, Large Meeting Room | 1:00 pm
Aug 09
Grove City Public Library, Meeting Room A | 6:30 pm
Aug 10
Grove City Public Library, Meeting Room A | 6:30 pm
Aug 13
Downtown Newark Public Library, Meeting Room A | 1:00 pm

Unable to attend?

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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:

joe-schmitz-kiplinger-new
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:

joe-schmitz-kiplinger-new
By Joe F. Schmitz Jr., CFP®, ChFC®, CKA®

2 Alternatives to Required Minimum Distributions

Instead of over-tipping Uncle Sam when he comes calling at age 72, do this instead: Take 2 minutes now to learn about 2 smart workarounds!

Click the button to read Joe's Kiplinger article now:

joe-schmitz-kiplinger-new
By Joe F. Schmitz Jr., CFP®, ChFC®, CKA®

2 Alternatives to Required Minimum Distributions

Instead of over-tipping Uncle Sam when he comes calling at age 72, do this instead: Take 2 minutes now to learn about 2 smart workarounds!

Click the button to read Joe's Kiplinger article now:

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Instant Download

Are you paying too much in taxes in retirement?

This 8-page guide was created for you to better understand how taxes could affect your retirement income, including the different types of retirement accounts, why tax laws are ever-changing, and options for tax deductions in retirement.

Neither the firm nor its agents may give tax advice. Individuals are encouraged to consult with a qualified professional before making any decisions about their personal situation.

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