Request Our Peak Retirement Toolkit To Learn:
How to Protect Your Wealth In Retirement
FEATURED ON
The 5 Pillars to Protect Your Wealth and Live the Retirement You Deserve
My book, "Peak Retirement" reveals how to live out your plan for your money and protect what you have worked hard to accumulate.
Fill out the form below - we'll send it to you for FREE.
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", "Midwestern Millionaire", 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.
By entering your information below you are opting in to receive emails, SMS messages and calls to confirm your information and to deliver requested materials.
You can opt out at anytime by contacting us.
©2026. All rights reserved.