Joe F. Schmitz Jr., CFP®, ChFC®

As Founder and CEO of Peak Retirement Planning, Inc., Joe Schmitz Jr. has built a comprehensive retirement planning company focused on helping clients grow and preserve their wealth. Under Joe’s leadership, a team of experienced financial advisers use tax-efficient strategies, investment management, income planning and proactive health care planning to help clients feel confident in their financial future — and the legacy they leave behind.

Joe has also written two Amazon bestselling books, I HATE TAXES (request a free copy) and Midwestern Millionaire (request a free copy).

You can find Joe on YouTube by clicking here, where he creates educational videos for those in or near retirement with $1M or more saved.

If you would like to talk to Joe’s team, you can schedule a call by clicking here.

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