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 promised 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.
- Boutique & Family Feel – Many of our clients and even team members are family or friends and we always say our team is here to serve you and do “everything but cut your grass."
Who We Serve
- Midwestern Millionaires
- The “2% Club” – those with pensions and $1M or more saved
- Those nearing or already in retirement
- Diligent savers who have trouble spending money in retirement
- Those looking to work with a team that will see them through their retirement and be here to serve their kids and grandkids
- Those who hate taxes and want to save money on taxes
- Those looking for a plan to get income from their investments
- Those looking for a “One-Stop-Shop” – CFP®, CPA, and Estate Planning all under one roof collaborating together
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.
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.
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.