Joe Schmitz 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 advisors 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.
As a CERTIFIED FINANCIAL PLANNER™, he has not only passed a rigorous education program and certification exam to receive the CFP® designation, he has spent over 6,000+ hours of professional experience to meet the CFP’s experience requirements.
What’s more, Joe has received the Certified Kingdom Advisor® designation, showing that he has learned the finer points of retirement planning, investing, insurance and taxation in accord with Christian principles. By creating a firm to help you have a deep sense of purpose in how you steward your wealth.
Joe got his start in the financial services industry in 2015. Joe graduated with a Bachelor of Science in finance and financial planning from Mount Vernon Nazarene University, where he played basketball and ran track. He has lived near Columbus his entire life.
When Joe is not in the office, you can find him running, hiking, biking or reading. He also enjoys traveling and spending time with family and friends. In addition, Joe sponsors and coaches a youth basketball team for Nova Village Athletic Club.
Listen to this insightful RIA episode with Joe Schmitz about navigating retirement planning.
Here is what to expect on this week’s show:
- How Peak Retirement Planning helps people achieve the retirement they deserve.
- Why people need help safely navigate the transition from the accumulation phase to the distribution phase of retirement.
- How Peak Retirement Planning uses a five-pillar approach that includes tax planning, income planning, investment planning, healthcare planning, and estate planning.
- Why you should make wise financial decisions that align with your personal beliefs.
- How Peak Retirement Planning focusses on education and aims to improve the financial industry’s standards.
Connect with Joe:
Links Mentioned:
https://peakretirementplanning.com/
Facebook:
Facebook.com/profile.php?id=100077579853181
LinkedIn:
linkedin.com/company/peak-retirement-planning-inc
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