Joe F. Schmitz Jr., CFP®, ChFC®, CKA®

Joe F. Schmitz Jr., CFP®, ChFC®, CKA®

Founder and CEO, Peak Retirement Planning

Joe F. Schmitz Jr. is the founder and CEO of Peak Retirement Planning, Inc. He built a firm that focuses on serving those in "The 2% Club" by providing their 5 Pillars of Pension Planning, which includes tax-efficient strategies, investment management, income planning, health care planning, and estate planning. Joe is a CERTIFIED FINANCIAL PLANNER™ professional, Certified Kingdom Advisor® and Chartered Financial Consultant®.

Known as a thought leader in the industry, he is featured in TV news segments and has written three bestselling books: I Hate Taxes (request a free copy), Midwestern Millionaire (request a free copy) and The 2% Club (coming in October).

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 with $1M+ saved and pensions. 

Phone: 614.500.4121 | Email: info@peakretirementplanning.com | Website: www.peakretirementplanning.com

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