Joe F. Schmitz Jr., CFP®, ChFC®, CKA®
Founder & CEO of Peak Retirement Planning
About Joe
Joe F. Schmitz Jr., CFP®, ChFC®, CKA®, is the founder and CEO of Peak Retirement Planning, Inc., which was named the number 1 fastest growing private company in Columbus, Ohio by Inc 5000 in 2025. Known as a thought leader in the industry, he is featured in TV news segments and has written three best-selling books, "I Hate Taxes", "Midwestern Millionaire", and "The 2% Club". You may have also seen Joe on YouTube, where he has one of the largest educational retirement planning channels for those in or near retirement.
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Kiplinger Advisor Intel Contributor
Joe F. Schmitz Jr., CFP®, ChFC®, CKA
Joe is a recognized "Advisor Intel Contributor" - a select group of advisors whose content is shared with millions of families nationwide, and has written articles for the personal finance national publication since 2021.
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We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. Investment Advisory Services and Insurance Services are offered through Peak Retirement Planning, Inc., a Registered Investment Advisor.