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Kiplinger Advisors Intel Contributor
Joe F. Schmitz Jr., CFP®, ChFC®, CKA
Joe is a recognized “Adviser Intel Contributor” – a select group of advisors whose content is shared with millions of families nationwide, and has written articles for the personal finance publication since 2021.
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Investment Advisory Services and Insurance Services are offered through Peak Retirement Planning, Inc., a Registered Investment Advisor. By entering your information below you are opting in to receive emails, SMS messages and calls to confirm your information and to deliver requested materials. You can opt out at anytime by contacting us.
©2026. All rights reserved.