Joe F. Schmitz Jr., CFP®, ChFC®

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 and Chartered Financial Consultant®.

Known as a thought leader in the industry, he is featured in TV news segments and is the author of the best-selling books I Hate Taxes (request a free copy) and Midwestern Millionaire (request a free copy).

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