Who We Are
- Signature 5 Pillar Process - We do more than only investment management.
- Team Approach - We work as a team, which means our clients have more than one advisor working on their plan.
- Best not Biggest – We promise our clients we would never water down the depth of planning that we provide, so our team resolved to be the best firm in the country, not the biggest. This means that we are selective in who we work with so we don’t have to compromise our service.
Who We Serve
- Are you the Midwestern Millionaire?
- Are you nearing or already in retirement?
- Do you have a pension?
- Could you perhaps best be described as a “diligent saver” who has $1m or more?
- Would you like to work with a firm that will see you not only to but through your retirement?
- Are you looking for ways to save money on taxes?
- Do you need a plan to get income from your investments?
- Are you looking for a CPA, estate planning attorney, and financial advisor all in one place?
Experience the CERTIFIED FINANCIAL PLANNER™ difference!
Known as the “Four E’s,” CFP® professionals set themselves apart from other financial planners in four key areas: ethics, education, examination and experience.
CFP® professionals don’t just say they’ll act in your best interests when it comes to investment advice — it’s a requirement to even receive certification from the CFP Board. And that’s just one of the many ethical pledges they make throughout the approval process.
86% of consumers prefer an advisor who has passed a rigorous education program and certification exam, and CFP® professionals can say they’ve accomplished both.* Participants must complete CFP Board-registered college or university-level coursework.
* Source: www.cfp.net/why-cfp-certification/the-standard-of-excellence
CFP® professionals are put to the test — quite literally! Before earning certification, they must first pass the comprehensive CFP® exam, which gauges their ability to handle real-life situations and develop holistic plans that best reflect their clients’ financial needs.
When you meet with a CERTIFIED FINANCIAL PLANNER™, you can be confident you aren’t dealing with an industry greenhorn. They must achieve 6,000 hours of professional experience prior to certification.
Aligning Your Faith and Your Finances
The Certified Kingdom Advisor® designation enables specially trained financial professionals to offer clients a deep sense of purpose in stewarding their wealth.
The Certified Kingdom Advisor® certification is evidence that an advisor has studied to learn the finer points of retirement planning, investing, insurance and taxation, in accord with Christian principles.
More and more Christians are discovering that the worldview of their financial advisor is of utmost importance. The Certified Kingdom Advisor® designation connects Christian financial advisors with people who are seeking biblically wise financial guidance.
Many people want to invest their resources in a way that aligns with their personal values or Christian principles and prefer to work with a financial professional who shares those values.
Get to know Peak Retirement Planning, Inc.
A Special Interview with Joe's Mentor
In this special interview, Peak Retirement Planning founder and CEO Joe Schmitz is joined by Mindy Drayer to interview the mentor that helped get him into the financial planning industry, Kathy Gilliland. They talk about Joe's humble beginnings as an intern, the relationships that helped get Joe to where he is today, and the impact his relationship with Kathy has had on Peak Retirement Planning."