Five-pillar approach
Uses a named five-pillar approach to retirement planning.
Peak Retirement Planning
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About Peak Retirement Planning
A five-pillar approach anchors Peak Retirement Planning's work with people in or near retirement who have at least $1 million saved and pensions. The Columbus financial advising business focuses on Midwestern clients. Its website also offers Joe F. Schmitz Jr.'s book in audiobook, physical, and digital formats. Schmitz, whose credentials include CFP®, ChFC®, and CKA, has contributed articles to Kiplinger Advisor Intel since 2021. Peak Retirement Planning also features a retirement planning channel and a podcast with Schmitz. Its services center on helping clients prepare for retirement, with a stated focus on taxes and pension income.
Disclosure: Profile information has been compiled from publicly available sources and has not yet been verified by the business.
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Services & specialities
Highlights
Retirement focus
Serves people in or near retirement with pensions and $1M+ saved.
Podcast and channel
Features a retirement planning channel and a podcast with Joe Schmitz.
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