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.

peak-retirement-planning-kiplinger
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®

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:

peak-retirement-planning-cfp

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.

peak-retirement-planning-cka

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.

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Attend a Live Event

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Oct 05
Pickerington Library, Meeting Room A | 6:30 pm
Oct 06
Pickerington Library, Meeting Room A | 6:30 pm

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