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The more you have saved, the more advanced your planning becomes.
My book, "Midwestern Millionaire" reveals the strategies needed for diligent savers to enjoy and protect what they have worked so hard for.
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ABOUT THE AUTHOR:
Joe F. Schmitz Jr. CFP® ChFC® CKA®
Joe 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.
Peak Retirement Planning, Inc. serves "Midwestern Millionaires" across the country with its popular 5 Pillar Approach with a strong tax focus to help clients grow and protect their wealth.
Known as a thought leader in the industry, Joe is featured in Kiplinger and on TV news segments, and is the author of the bestselling books "I Hate Taxes" and "The 2% Club". You may have also seen Joe on YouTube, where he has one of the largest retirement planning channels for those in or near retirement.
Investment Advisory Services and Insurance Services are offered through Peak Retirement Planning, Inc., a Registered Investment Advisor.
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