Joe F. Schmitz Jr., CFP®, ChFC®, CKA®


You have worked hard all your life. Now, Joe wants to help you enjoy the rest of your life.

Specializing in comprehensive retirement planning, Joe focuses on helping clients grow and preserve their wealth. Through tax-efficient strategies, Social Security optimization and proactive health care planning, Joe helps clients feel confident in their financial future and the legacy they leave behind.

Joe got his start in the financial services industry in 2015. He served as a financial advisor at First Command Financial Services and at Gilliland Lee Financial Group before opening Peak Retirement Planning, Inc. Joe graduated with a Bachelor of Science in finance and financial planning from Mount Vernon Nazarene University, where he played basketball and ran track. He has lived near Columbus his entire life.

An advocate for long-term relationships, Joe is dedicated to working as hard as he can for his clients, their kids and their grandkids. With Joe, you will not have to find a new advisor during your retirement. He’s committed to being there to help you decide what you want your life to look like before and after retirement.

When Joe is not in the office, you can find him running, hiking, biking or reading. He also enjoys traveling and spending time with family and friends.

What’s more, Joe sponsors and coaches a youth basketball team for Nova Village Athletic Club and is a member of Kingdom Advisors, a community of Christian financial professionals.

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